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
$913M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$3.88M
3
+$3.46M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.05M

Top Sells

1
+$2.9M
2
+$1.53M
3
+$1.49M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.42M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.39M

Sector Composition

1 Technology 10.15%
2 Financials 7.22%
3 Healthcare 7.09%
4 Communication Services 6.51%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.18M 0.13%
9,917
+824
177
$1.18M 0.13%
18,703
+853
178
$1.18M 0.13%
11,648
-1,832
179
$1.17M 0.13%
13,396
-793
180
$1.16M 0.13%
26,172
-1,646
181
$1.16M 0.13%
2,297
+330
182
$1.16M 0.13%
9,226
+833
183
$1.16M 0.13%
14,998
+2,258
184
$1.15M 0.13%
6,971
+351
185
$1.15M 0.13%
2,443
+865
186
$1.12M 0.12%
22,247
-3,166
187
$1.11M 0.12%
6,354
-1,349
188
$1.11M 0.12%
4,186
-248
189
$1.11M 0.12%
21,012
-35
190
$1.11M 0.12%
4,041
-87
191
$1.1M 0.12%
8,419
+192
192
$1.1M 0.12%
64,087
+670
193
$1.09M 0.12%
12,323
+905
194
$1.09M 0.12%
30,228
-720
195
$1.08M 0.12%
18,012
-2,869
196
$1.08M 0.12%
17,755
+1,266
197
$1.07M 0.12%
21,799
+1,502
198
$1.06M 0.12%
18,853
+7,927
199
$1.06M 0.12%
5,150
-7,441
200
$1.06M 0.12%
12,204
+6,072
6 7
8
9 10