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
1776
$10.1K ﹤0.01%
+500
1777
$10.1K ﹤0.01%
+3
1778
$10.1K ﹤0.01%
+539
1779
$10.1K ﹤0.01%
+3,010
1780
$10.1K ﹤0.01%
+636
1781
$10.1K ﹤0.01%
+500
1782
$10.1K ﹤0.01%
+266
1783
$10K ﹤0.01%
+137
1784
$10K ﹤0.01%
+1,205
1785
$9.98K ﹤0.01%
+98
1786
$9.9K ﹤0.01%
+250
1787
$9.9K ﹤0.01%
+139
1788
$9.9K ﹤0.01%
400
1789
$9.88K ﹤0.01%
+1,500
1790
$9.88K ﹤0.01%
+200
1791
$9.85K ﹤0.01%
+83
1792
$9.85K ﹤0.01%
+220
1793
$9.84K ﹤0.01%
+150
1794
$9.81K ﹤0.01%
+188
1795
$9.8K ﹤0.01%
+372
1796
$9.78K ﹤0.01%
+226
1797
$9.78K ﹤0.01%
+253
1798
$9.77K ﹤0.01%
+437
1799
$9.71K ﹤0.01%
+375
1800
$9.68K ﹤0.01%
+400