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
2101
$4.03K ﹤0.01%
+9
2102
$4.02K ﹤0.01%
+88
2103
$4K ﹤0.01%
+800
2104
$3.98K ﹤0.01%
+96
2105
$3.97K ﹤0.01%
+118
2106
$3.95K ﹤0.01%
+228
2107
$3.94K ﹤0.01%
+100
2108
$3.93K ﹤0.01%
+120
2109
$3.89K ﹤0.01%
+235
2110
$3.84K ﹤0.01%
+125
2111
$3.84K ﹤0.01%
+168
2112
$3.84K ﹤0.01%
+523
2113
$3.84K ﹤0.01%
+1,032
2114
$3.8K ﹤0.01%
+585
2115
$3.79K ﹤0.01%
+180
2116
$3.79K ﹤0.01%
+418
2117
$3.78K ﹤0.01%
+200
2118
$3.78K ﹤0.01%
+34
2119
$3.76K ﹤0.01%
+400
2120
$3.76K ﹤0.01%
+50
2121
$3.75K ﹤0.01%
+246
2122
$3.74K ﹤0.01%
+20
2123
$3.73K ﹤0.01%
+50
2124
$3.68K ﹤0.01%
+75
2125
$3.67K ﹤0.01%
+100
83 84
85
86 87