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
1976
$6.02K ﹤0.01%
+169
1977
$6K ﹤0.01%
+240
1978
$5.98K ﹤0.01%
+190
1979
$5.92K ﹤0.01%
+102
1980
$5.91K ﹤0.01%
+138
1981
$5.91K ﹤0.01%
+200
1982
$5.84K ﹤0.01%
+69
1983
$5.82K ﹤0.01%
+93
1984
$5.81K ﹤0.01%
+70
1985
$5.8K ﹤0.01%
+111
1986
$5.78K ﹤0.01%
+82
1987
$5.76K ﹤0.01%
+100
1988
$5.75K ﹤0.01%
+305
1989
$5.71K ﹤0.01%
+65
1990
$5.71K ﹤0.01%
+85
1991
$5.69K ﹤0.01%
+100
1992
$5.68K ﹤0.01%
+4,000
1993
$5.67K ﹤0.01%
+1,645
1994
$5.6K ﹤0.01%
+56
1995
$5.59K ﹤0.01%
+146
1996
$5.58K ﹤0.01%
+608
1997
$5.58K ﹤0.01%
+30
1998
$5.57K ﹤0.01%
+134
1999
$5.56K ﹤0.01%
+53
2000
$5.52K ﹤0.01%
+457
78 79
80
81 82