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
1951
$6.59K ﹤0.01%
+192
1952
$6.55K ﹤0.01%
+59
1953
$6.54K ﹤0.01%
+510
1954
$6.54K ﹤0.01%
+350
1955
$6.54K ﹤0.01%
+183
1956
$6.51K ﹤0.01%
+173
1957
$6.5K ﹤0.01%
+2,000
1958
$6.49K ﹤0.01%
+190
1959
$6.47K ﹤0.01%
+1,300
1960
$6.4K ﹤0.01%
+123
1961
$6.37K ﹤0.01%
+500
1962
$6.33K ﹤0.01%
+314
1963
$6.32K ﹤0.01%
+300
1964
$6.29K ﹤0.01%
+409
1965
$6.27K ﹤0.01%
+266
1966
$6.25K ﹤0.01%
+110
1967
$6.24K ﹤0.01%
+314
1968
$6.24K ﹤0.01%
+410
1969
$6.23K ﹤0.01%
+225
1970
$6.22K ﹤0.01%
+333
1971
$6.22K ﹤0.01%
+419
1972
$6.19K ﹤0.01%
+250
1973
$6.14K ﹤0.01%
+203
1974
$6.14K ﹤0.01%
+135
1975
$6.11K ﹤0.01%
+95
77 78
79
80 81