BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$801M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.55M
3
+$1.49M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.44M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.41M

Top Sells

1
+$5.33M
2
+$4.47M
3
+$3.37M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.55M

Sector Composition

1 Technology 9.66%
2 Healthcare 7.14%
3 Financials 6.77%
4 Communication Services 6.46%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.25M 0.16%
10,933
+481
152
$1.23M 0.15%
14,637
+131
153
$1.23M 0.15%
+29,460
154
$1.23M 0.15%
58,192
-27,663
155
$1.23M 0.15%
39,684
+1,582
156
$1.22M 0.15%
14,189
+896
157
$1.21M 0.15%
21,120
+3,048
158
$1.21M 0.15%
10,685
-2,018
159
$1.19M 0.15%
8,805
+1,521
160
$1.19M 0.15%
8,463
+316
161
$1.17M 0.15%
18,860
-2,979
162
$1.15M 0.14%
4,434
+539
163
$1.13M 0.14%
13,011
-464
164
$1.12M 0.14%
5,903
-983
165
$1.12M 0.14%
21,047
+2,170
166
$1.11M 0.14%
25,763
+6,829
167
$1.11M 0.14%
11,627
+1,233
168
$1.1M 0.14%
29,585
+6,478
169
$1.09M 0.14%
25,550
+3,233
170
$1.08M 0.14%
11,958
-469
171
$1.08M 0.14%
64,946
-107,888
172
$1.07M 0.13%
21,458
+1,844
173
$1.06M 0.13%
30,948
-2,100
174
$1.06M 0.13%
6,620
-84
175
$1.06M 0.13%
8,227
-43
5 6
7
8 9