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
1751
$10.8K ﹤0.01%
+445
1752
$10.7K ﹤0.01%
+243
1753
$10.7K ﹤0.01%
+775
1754
$10.6K ﹤0.01%
+447
1755
$10.6K ﹤0.01%
+138
1756
$10.6K ﹤0.01%
+44
1757
$10.6K ﹤0.01%
+288
1758
$10.6K ﹤0.01%
+214
1759
$10.5K ﹤0.01%
+126
1760
$10.5K ﹤0.01%
+120
1761
$10.4K ﹤0.01%
+200
1762
$10.4K ﹤0.01%
+328
1763
$10.4K ﹤0.01%
+558
1764
$10.3K ﹤0.01%
+485
1765
$10.3K ﹤0.01%
+350
1766
$10.3K ﹤0.01%
+1,178
1767
$10.3K ﹤0.01%
+408
1768
$10.3K ﹤0.01%
+250
1769
$10.3K ﹤0.01%
+574
1770
$10.3K ﹤0.01%
+1,024
1771
$10.3K ﹤0.01%
+72
1772
$10.2K ﹤0.01%
+250
1773
$10.2K ﹤0.01%
+300
1774
$10.1K ﹤0.01%
+500
1775
$10.1K ﹤0.01%
+200