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
1801
$9.68K ﹤0.01%
+500
1802
$9.63K ﹤0.01%
+264
1803
$9.62K ﹤0.01%
+468
1804
$9.61K ﹤0.01%
+310
1805
$9.56K ﹤0.01%
+200
1806
$9.51K ﹤0.01%
+1,000
1807
$9.47K ﹤0.01%
+125
1808
$9.46K ﹤0.01%
+700
1809
$9.45K ﹤0.01%
+77
1810
$9.44K ﹤0.01%
+700
1811
$9.43K ﹤0.01%
+764
1812
$9.43K ﹤0.01%
+300
1813
$9.38K ﹤0.01%
+37
1814
$9.37K ﹤0.01%
+100
1815
$9.3K ﹤0.01%
+500
1816
$9.25K ﹤0.01%
+100
1817
$9.21K ﹤0.01%
+240
1818
$9.2K ﹤0.01%
+360
1819
$9.18K ﹤0.01%
+1,084
1820
$9.1K ﹤0.01%
+500
1821
$9.1K ﹤0.01%
+76
1822
$9.09K ﹤0.01%
+500
1823
$9.09K ﹤0.01%
+348
1824
$9.05K ﹤0.01%
+400
1825
$9.03K ﹤0.01%
1,892
-5,939
71 72
73
74 75