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
2026
$5.22K ﹤0.01%
+120
2027
$5.21K ﹤0.01%
+126
2028
$5.2K ﹤0.01%
+186
2029
$5.19K ﹤0.01%
+131
2030
$5.18K ﹤0.01%
+2,000
2031
$5.18K ﹤0.01%
+192
2032
$5.16K ﹤0.01%
+31
2033
$5.14K ﹤0.01%
+100
2034
$5.14K ﹤0.01%
+116
2035
$5.1K ﹤0.01%
+434
2036
$5.1K ﹤0.01%
+1,300
2037
$5.09K ﹤0.01%
+200
2038
$5.08K ﹤0.01%
+151
2039
$5.06K ﹤0.01%
+2,000
2040
$5.04K ﹤0.01%
+250
2041
$5.01K ﹤0.01%
+193
2042
$4.99K ﹤0.01%
+95
2043
$4.95K ﹤0.01%
+400
2044
$4.9K ﹤0.01%
+129
2045
$4.89K ﹤0.01%
+312
2046
$4.88K ﹤0.01%
+151
2047
$4.88K ﹤0.01%
+400
2048
$4.87K ﹤0.01%
+107
2049
$4.86K ﹤0.01%
+263
2050
$4.86K ﹤0.01%
+575