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
2226
$1.94K ﹤0.01%
+54
2227
$1.93K ﹤0.01%
+38
2228
$1.91K ﹤0.01%
+100
2229
$1.89K ﹤0.01%
+52
2230
$1.86K ﹤0.01%
+69
2231
$1.85K ﹤0.01%
+30
2232
$1.83K ﹤0.01%
+7
2233
$1.78K ﹤0.01%
+90
2234
$1.77K ﹤0.01%
+37
2235
$1.76K ﹤0.01%
+92
2236
$1.75K ﹤0.01%
+100
2237
$1.74K ﹤0.01%
+75
2238
$1.74K ﹤0.01%
+160
2239
$1.71K ﹤0.01%
+20
2240
$1.7K ﹤0.01%
+49
2241
$1.69K ﹤0.01%
+3,020
2242
$1.66K ﹤0.01%
+40
2243
$1.66K ﹤0.01%
+20
2244
$1.65K ﹤0.01%
+5
2245
$1.65K ﹤0.01%
+350
2246
$1.63K ﹤0.01%
+242
2247
$1.62K ﹤0.01%
+36
2248
$1.6K ﹤0.01%
+529
2249
$1.6K ﹤0.01%
+11
2250
$1.6K ﹤0.01%
+3,200
88 89
90
91 92