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
2176
$2.77K ﹤0.01%
+241
2177
$2.77K ﹤0.01%
+96
2178
$2.72K ﹤0.01%
+103
2179
$2.72K ﹤0.01%
+230
2180
$2.7K ﹤0.01%
+21
2181
$2.7K ﹤0.01%
+93
2182
$2.67K ﹤0.01%
+56
2183
$2.67K ﹤0.01%
+60
2184
– –
0
2185
$2.65K ﹤0.01%
+43
2186
$2.63K ﹤0.01%
+224
2187
$2.63K ﹤0.01%
+273
2188
$2.62K ﹤0.01%
+100
2189
$2.57K ﹤0.01%
+100
2190
$2.51K ﹤0.01%
+105
2191
$2.51K ﹤0.01%
+283
2192
$2.51K ﹤0.01%
+192
2193
$2.49K ﹤0.01%
+106
2194
$2.49K ﹤0.01%
+88
2195
$2.46K ﹤0.01%
+50
2196
$2.46K ﹤0.01%
+300
2197
$2.44K ﹤0.01%
+86
2198
$2.44K ﹤0.01%
+136
2199
$2.42K ﹤0.01%
133
-5,604
2200
$2.4K ﹤0.01%
+150
86 87
88
89 90