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
2151
$3.16K ﹤0.01%
+1,571
2152
$3.14K ﹤0.01%
+80
2153
$3.13K ﹤0.01%
+300
2154
$3.12K ﹤0.01%
+194
2155
$3.08K ﹤0.01%
+72
2156
$3.07K ﹤0.01%
+125
2157
$3.06K ﹤0.01%
+159
2158
$3.05K ﹤0.01%
+67
2159
$2.97K ﹤0.01%
+30
2160
$2.96K ﹤0.01%
+80
2161
$2.9K ﹤0.01%
+84
2162
$2.9K ﹤0.01%
+880
2163
– –
0
2164
$2.87K ﹤0.01%
+145
2165
$2.87K ﹤0.01%
+136
2166
$2.86K ﹤0.01%
+300
2167
$2.85K ﹤0.01%
+700
2168
– –
0
2169
$2.84K ﹤0.01%
+88
2170
$2.83K ﹤0.01%
+58
2171
$2.82K ﹤0.01%
+100
2172
$2.8K ﹤0.01%
+57
2173
$2.79K ﹤0.01%
+76
2174
$2.79K ﹤0.01%
+41
2175
$2.79K ﹤0.01%
+116
85 86
87
88 89