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
1901
$7.4K ﹤0.01%
+1,078
1902
$7.39K ﹤0.01%
+133
1903
$7.39K ﹤0.01%
+135
1904
$7.36K ﹤0.01%
+509
1905
$7.34K ﹤0.01%
+466
1906
$7.34K ﹤0.01%
+170
1907
$7.33K ﹤0.01%
+289
1908
$7.32K ﹤0.01%
+1
1909
$7.31K ﹤0.01%
+319
1910
$7.31K ﹤0.01%
+518
1911
$7.3K ﹤0.01%
+252
1912
$7.28K ﹤0.01%
+200
1913
$7.26K ﹤0.01%
100
-1,753
1914
$7.26K ﹤0.01%
+600
1915
$7.24K ﹤0.01%
+209
1916
$7.2K ﹤0.01%
+600
1917
$7.19K ﹤0.01%
+76
1918
$7.19K ﹤0.01%
+2
1919
$7.16K ﹤0.01%
+178
1920
$7.12K ﹤0.01%
+249
1921
$7.12K ﹤0.01%
+333
1922
$7.11K ﹤0.01%
+300
1923
$7.1K ﹤0.01%
+7,400
1924
$7.1K ﹤0.01%
+2,400
1925
$7.09K ﹤0.01%
+500
75 76
77
78 79