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
2076
$4.44K ﹤0.01%
+400
2077
$4.39K ﹤0.01%
+109
2078
$4.38K ﹤0.01%
+47
2079
$4.37K ﹤0.01%
+250
2080
$4.37K ﹤0.01%
+98
2081
$4.37K ﹤0.01%
+100
2082
$4.33K ﹤0.01%
+880
2083
$4.32K ﹤0.01%
+150
2084
$4.31K ﹤0.01%
+170
2085
$4.3K ﹤0.01%
+175
2086
$4.22K ﹤0.01%
+305
2087
$4.22K ﹤0.01%
+800
2088
$4.21K ﹤0.01%
+123
2089
$4.17K ﹤0.01%
+275
2090
$4.17K ﹤0.01%
+80
2091
$4.15K ﹤0.01%
+20
2092
$4.14K ﹤0.01%
+38
2093
$4.13K ﹤0.01%
+200
2094
$4.11K ﹤0.01%
+200
2095
$4.11K ﹤0.01%
+54
2096
$4.06K ﹤0.01%
+200
2097
$4.05K ﹤0.01%
+116
2098
$4.04K ﹤0.01%
+59
2099
$4.04K ﹤0.01%
+120
2100
$4.04K ﹤0.01%
+253
82 83
84
85 86