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
2001
$5.51K ﹤0.01%
+212
2002
$5.51K ﹤0.01%
+119
2003
$5.47K ﹤0.01%
+52
2004
$5.46K ﹤0.01%
+355
2005
$5.45K ﹤0.01%
+320
2006
$5.42K ﹤0.01%
+425
2007
$5.42K ﹤0.01%
+135
2008
$5.37K ﹤0.01%
+200
2009
$5.36K ﹤0.01%
+636
2010
$5.36K ﹤0.01%
+200
2011
$5.35K ﹤0.01%
+250
2012
$5.33K ﹤0.01%
+450
2013
$5.33K ﹤0.01%
+261
2014
$5.33K ﹤0.01%
+70
2015
$5.31K ﹤0.01%
+300
2016
$5.31K ﹤0.01%
+15
2017
$5.29K ﹤0.01%
+202
2018
$5.29K ﹤0.01%
+200
2019
$5.27K ﹤0.01%
+360
2020
$5.27K ﹤0.01%
+350
2021
$5.25K ﹤0.01%
+154
2022
$5.24K ﹤0.01%
+500
2023
$5.24K ﹤0.01%
+500
2024
$5.24K ﹤0.01%
+72
2025
$5.24K ﹤0.01%
+1,883
79 80
81
82 83