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
$913M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$3.88M
3
+$3.46M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.05M

Top Sells

1
+$2.9M
2
+$1.53M
3
+$1.49M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.42M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.39M

Sector Composition

1 Technology 10.15%
2 Financials 7.22%
3 Healthcare 7.09%
4 Communication Services 6.51%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.31M 0.14%
32,589
+7,039
152
$1.31M 0.14%
6,201
-335
153
$1.3M 0.14%
25,998
+1,840
154
$1.3M 0.14%
17,976
-1,070
155
$1.29M 0.14%
23,372
+8,394
156
$1.29M 0.14%
71,947
+7,001
157
$1.26M 0.14%
40,917
+9,899
158
$1.26M 0.14%
6,247
+757
159
$1.25M 0.14%
20,479
-760
160
$1.25M 0.14%
81,852
+25,657
161
$1.25M 0.14%
+48,531
162
$1.24M 0.14%
48,098
+23,849
163
$1.24M 0.14%
24,220
+19,986
164
$1.23M 0.13%
23,655
+3,123
165
$1.22M 0.13%
9,543
+2,669
166
$1.21M 0.13%
27,809
+2,046
167
$1.21M 0.13%
19,023
-1,514
168
$1.21M 0.13%
39,754
-7,989
169
$1.21M 0.13%
21,210
+4,125
170
$1.2M 0.13%
57,254
-938
171
$1.2M 0.13%
+25,007
172
$1.2M 0.13%
14,260
-377
173
$1.19M 0.13%
6,456
+553
174
$1.18M 0.13%
9,526
+1,810
175
$1.18M 0.13%
8,081
+4,901
5 6
7
8 9