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
2126
$3.65K ﹤0.01%
+120
2127
$3.65K ﹤0.01%
+289
2128
$3.57K ﹤0.01%
+7
2129
$3.55K ﹤0.01%
+474
2130
$3.54K ﹤0.01%
+69
2131
$3.54K ﹤0.01%
+50
2132
$3.53K ﹤0.01%
+216
2133
$3.53K ﹤0.01%
+20
2134
$3.5K ﹤0.01%
+157
2135
$3.43K ﹤0.01%
+130
2136
$3.42K ﹤0.01%
+75
2137
$3.42K ﹤0.01%
+37
2138
$3.41K ﹤0.01%
+100
2139
$3.39K ﹤0.01%
+247
2140
$3.36K ﹤0.01%
+100
2141
$3.35K ﹤0.01%
+161
2142
$3.31K ﹤0.01%
+100
2143
$3.3K ﹤0.01%
+500
2144
$3.29K ﹤0.01%
+773
2145
$3.29K ﹤0.01%
+110
2146
$3.28K ﹤0.01%
+176
2147
$3.27K ﹤0.01%
50
-1,750
2148
$3.26K ﹤0.01%
+303
2149
$3.24K ﹤0.01%
+1
2150
$3.23K ﹤0.01%
+25
84 85
86
87 88