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
1851
$8.57K ﹤0.01%
+337
1852
$8.56K ﹤0.01%
+151
1853
$8.55K ﹤0.01%
+383
1854
$8.47K ﹤0.01%
+406
1855
$8.46K ﹤0.01%
+509
1856
$8.41K ﹤0.01%
+93
1857
$8.4K ﹤0.01%
+400
1858
$8.36K ﹤0.01%
+500
1859
$8.35K ﹤0.01%
+100
1860
$8.28K ﹤0.01%
+2,000
1861
$8.24K ﹤0.01%
+130
1862
$8.22K ﹤0.01%
+316
1863
$8.19K ﹤0.01%
+400
1864
$8.17K ﹤0.01%
+212
1865
$8.14K ﹤0.01%
+250
1866
$8.13K ﹤0.01%
+338
1867
$8.13K ﹤0.01%
+357
1868
$8.07K ﹤0.01%
+500
1869
$8.07K ﹤0.01%
+3,000
1870
$8.05K ﹤0.01%
+175
1871
$8.01K ﹤0.01%
+683
1872
$7.97K ﹤0.01%
+169
1873
$7.96K ﹤0.01%
+1,000
1874
$7.93K ﹤0.01%
+175
1875
$7.91K ﹤0.01%
+250
73 74
75
76 77