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
1926
$7.07K ﹤0.01%
+200
1927
$7.02K ﹤0.01%
+184
1928
$7.01K ﹤0.01%
+500
1929
$6.95K ﹤0.01%
+116
1930
$6.94K ﹤0.01%
+207
1931
$6.94K ﹤0.01%
+6,609
1932
$6.92K ﹤0.01%
+260
1933
$6.91K ﹤0.01%
+114
1934
$6.91K ﹤0.01%
+850
1935
$6.9K ﹤0.01%
+13
1936
$6.88K ﹤0.01%
+795
1937
$6.87K ﹤0.01%
+284
1938
$6.84K ﹤0.01%
+156
1939
$6.84K ﹤0.01%
+200
1940
$6.81K ﹤0.01%
+100
1941
$6.78K ﹤0.01%
+312
1942
$6.77K ﹤0.01%
+195
1943
$6.75K ﹤0.01%
+897
1944
$6.75K ﹤0.01%
+57
1945
$6.71K ﹤0.01%
+258
1946
$6.68K ﹤0.01%
+184
1947
$6.67K ﹤0.01%
+200
1948
$6.67K ﹤0.01%
+2,200
1949
$6.62K ﹤0.01%
+150
1950
$6.59K ﹤0.01%
+600
76 77
78
79 80