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
1826
$9.02K ﹤0.01%
+438
1827
$8.98K ﹤0.01%
+455
1828
$8.96K ﹤0.01%
+300
1829
$8.96K ﹤0.01%
+274
1830
$8.95K ﹤0.01%
+269
1831
$8.92K ﹤0.01%
+361
1832
$8.91K ﹤0.01%
+1,056
1833
$8.88K ﹤0.01%
+576
1834
$8.83K ﹤0.01%
+418
1835
$8.77K ﹤0.01%
+483
1836
$8.7K ﹤0.01%
+285
1837
$8.7K ﹤0.01%
+292
1838
$8.69K ﹤0.01%
+951
1839
$8.69K ﹤0.01%
+168
1840
$8.68K ﹤0.01%
+178
1841
$8.66K ﹤0.01%
+366
1842
$8.66K ﹤0.01%
+1,000
1843
$8.65K ﹤0.01%
+108
1844
$8.62K ﹤0.01%
+215
1845
$8.62K ﹤0.01%
+279
1846
$8.61K ﹤0.01%
+239
1847
$8.59K ﹤0.01%
+2,220
1848
$8.59K ﹤0.01%
+224
1849
$8.59K ﹤0.01%
349
-4,090
1850
$8.58K ﹤0.01%
+350