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
$426M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,485
New
Increased
Reduced
Closed

Top Buys

1 +$7.08M
2 +$4.83M
3 +$2.79M
4
META icon
Meta Platforms (Facebook)
META
+$2.77M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.55M

Top Sells

1 +$4.17M
2 +$1.41M
3 +$724K
4
STPP
iPath US Treasury Steepener ETN
STPP
+$685K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K

Sector Composition

1 Technology 9.71%
2 Energy 9.15%
3 Financials 8.59%
4 Healthcare 8.23%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$11.5K ﹤0.01%
+180
1727
$11.5K ﹤0.01%
+24
1728
$11.5K ﹤0.01%
+350
1729
$11.5K ﹤0.01%
+500
1730
$11.4K ﹤0.01%
+462
1731
$11.4K ﹤0.01%
+335
1732
$11.4K ﹤0.01%
+400
1733
$11.4K ﹤0.01%
+763
1734
$11.4K ﹤0.01%
+400
1735
$11.3K ﹤0.01%
125
-2,856
1736
$11.3K ﹤0.01%
+138
1737
$11.3K ﹤0.01%
+125
1738
$11.3K ﹤0.01%
+182
1739
$11.3K ﹤0.01%
12,500
1740
$11.2K ﹤0.01%
+539
1741
$11.2K ﹤0.01%
+4,471
1742
$11.1K ﹤0.01%
+163
1743
$11.1K ﹤0.01%
+150
1744
$11.1K ﹤0.01%
+2,600
1745
$11.1K ﹤0.01%
+189
1746
$11K ﹤0.01%
+3,000
1747
$11K ﹤0.01%
+127
1748
$11K ﹤0.01%
+319
1749
$10.9K ﹤0.01%
+300
1750
$10.8K ﹤0.01%
+1,115