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
2201
$2.39K ﹤0.01%
100
-15,681
2202
$2.37K ﹤0.01%
+66
2203
$2.34K ﹤0.01%
+1,500
2204
$2.34K ﹤0.01%
+183
2205
– –
0
2206
$2.29K ﹤0.01%
+260
2207
$2.27K ﹤0.01%
+63
2208
$2.27K ﹤0.01%
+50
2209
$2.24K ﹤0.01%
+143
2210
$2.22K ﹤0.01%
+1,037
2211
$2.21K ﹤0.01%
+61
2212
$2.21K ﹤0.01%
+378
2213
$2.16K ﹤0.01%
+1,200
2214
$2.15K ﹤0.01%
+35
2215
$2.14K ﹤0.01%
+304
2216
$2.12K ﹤0.01%
+62
2217
$2.1K ﹤0.01%
+44
2218
$2.1K ﹤0.01%
+115
2219
$2.09K ﹤0.01%
+93
2220
$2.09K ﹤0.01%
+35
2221
$2.09K ﹤0.01%
+1,830
2222
$2.06K ﹤0.01%
+109
2223
$2.02K ﹤0.01%
+2,800
2224
$2K ﹤0.01%
+600
2225
$1.99K ﹤0.01%
+100
87 88
89
90 91