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
1876
$7.88K ﹤0.01%
+267
1877
$7.86K ﹤0.01%
+950
1878
$7.83K ﹤0.01%
+199
1879
$7.79K ﹤0.01%
+166
1880
$7.76K ﹤0.01%
+70
1881
$7.75K ﹤0.01%
+127
1882
$7.75K ﹤0.01%
199
-4,828
1883
$7.73K ﹤0.01%
+174
1884
$7.68K ﹤0.01%
+103
1885
$7.67K ﹤0.01%
+267
1886
$7.65K ﹤0.01%
+200
1887
$7.63K ﹤0.01%
+499
1888
$7.61K ﹤0.01%
+100
1889
$7.59K ﹤0.01%
+206
1890
$7.59K ﹤0.01%
+200
1891
$7.56K ﹤0.01%
+290
1892
$7.52K ﹤0.01%
+170
1893
$7.51K ﹤0.01%
+96
1894
$7.5K ﹤0.01%
+233
1895
$7.5K ﹤0.01%
+207
1896
$7.49K ﹤0.01%
+1,000
1897
$7.46K ﹤0.01%
+30
1898
$7.45K ﹤0.01%
+350
1899
$7.44K ﹤0.01%
+180
1900
$7.4K ﹤0.01%
+68
74 75
76
77 78