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
2051
$4.84K ﹤0.01%
+45
2052
$4.83K ﹤0.01%
+305
2053
$4.81K ﹤0.01%
+500
2054
$4.8K ﹤0.01%
+200
2055
$4.79K ﹤0.01%
+1,640
2056
$4.79K ﹤0.01%
+433
2057
$4.79K ﹤0.01%
+500
2058
$4.76K ﹤0.01%
+185
2059
$4.75K ﹤0.01%
+261
2060
$4.71K ﹤0.01%
+125
2061
$4.69K ﹤0.01%
+150
2062
$4.67K ﹤0.01%
+61
2063
$4.66K ﹤0.01%
+216
2064
$4.61K ﹤0.01%
+54
2065
$4.61K ﹤0.01%
+100
2066
$4.61K ﹤0.01%
+399
2067
$4.6K ﹤0.01%
+300
2068
$4.52K ﹤0.01%
+75
2069
$4.51K ﹤0.01%
+321
2070
$4.51K ﹤0.01%
+1,100
2071
$4.5K ﹤0.01%
230
-4,080
2072
$4.48K ﹤0.01%
+41
2073
$4.48K ﹤0.01%
+469
2074
$4.46K ﹤0.01%
+700
2075
$4.45K ﹤0.01%
+500
81 82
83
84 85