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
2251
$1.57K ﹤0.01%
+200
2252
$1.57K ﹤0.01%
+100
2253
$1.56K ﹤0.01%
+50
2254
$1.54K ﹤0.01%
+92
2255
$1.54K ﹤0.01%
+40
2256
$1.53K ﹤0.01%
+563
2257
$1.51K ﹤0.01%
+250
2258
$1.51K ﹤0.01%
25,279
+4,288
2259
$1.49K ﹤0.01%
+148
2260
$1.49K ﹤0.01%
+20
2261
$1.45K ﹤0.01%
+302
2262
$1.44K ﹤0.01%
+21
2263
$1.43K ﹤0.01%
+100
2264
$1.42K ﹤0.01%
+40
2265
$1.39K ﹤0.01%
+30
2266
$1.39K ﹤0.01%
+12
2267
$1.37K ﹤0.01%
+329
2268
$1.36K ﹤0.01%
+13
2269
$1.34K ﹤0.01%
+100
2270
$1.34K ﹤0.01%
+2
2271
$1.3K ﹤0.01%
+1
2272
$1.29K ﹤0.01%
+75
2273
$1.26K ﹤0.01%
+34
2274
$1.26K ﹤0.01%
+70
2275
$1.25K ﹤0.01%
+20
89 90
91
92 93