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
$801M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.55M
3
+$1.49M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.44M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.41M

Top Sells

1
+$5.33M
2
+$4.47M
3
+$3.37M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.55M

Sector Composition

1 Technology 9.66%
2 Healthcare 7.14%
3 Financials 6.77%
4 Communication Services 6.46%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.06M 0.13%
17,850
+9,950
177
$1.05M 0.13%
9,093
-399
178
$1.03M 0.13%
8,393
+940
179
$1.02M 0.13%
11,418
-103
180
$1.02M 0.13%
18,872
+5,670
181
$1.02M 0.13%
5,621
+387
182
$1.02M 0.13%
4,128
-181
183
$1.02M 0.13%
20,297
+1,082
184
$1.01M 0.13%
63,417
+25,977
185
$1.01M 0.13%
+9,312
186
$996K 0.12%
3,632
+180
187
$986K 0.12%
6,129
+173
188
$975K 0.12%
12,740
+629
189
$975K 0.12%
20,532
+758
190
$973K 0.12%
27,818
+3,775
191
$968K 0.12%
5,490
+821
192
$962K 0.12%
16,489
+543
193
$953K 0.12%
31,018
+15,702
194
$938K 0.12%
8,387
+1,527
195
$925K 0.12%
17,131
+6,163
196
$923K 0.12%
8,415
-434
197
$923K 0.12%
123,351
+46,955
198
$921K 0.12%
77,594
+1,054
199
$919K 0.11%
20,633
+1,065
200
$919K 0.11%
17,085
+2,563
6 7
8
9 10