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
2276
$1.24K ﹤0.01%
+31
2277
$1.23K ﹤0.01%
14,979
+200
2278
$1.23K ﹤0.01%
+39
2279
$1.22K ﹤0.01%
+80
2280
$1.22K ﹤0.01%
+100
2281
$1.2K ﹤0.01%
+232
2282
$1.1K ﹤0.01%
+65
2283
$1.06K ﹤0.01%
+5
2284
$1.06K ﹤0.01%
+10
2285
$1.05K ﹤0.01%
+41
2286
$1.04K ﹤0.01%
+33
2287
$999 ﹤0.01%
+61
2288
$984 ﹤0.01%
+25
2289
$981 ﹤0.01%
+58
2290
$981 ﹤0.01%
+54
2291
$958 ﹤0.01%
+168
2292
$944 ﹤0.01%
+25
2293
$900 ﹤0.01%
+3,000
2294
$890 ﹤0.01%
+52
2295
$814 ﹤0.01%
+38
2296
$798 ﹤0.01%
+15
2297
$760 ﹤0.01%
+50
2298
$750 ﹤0.01%
+1,000
2299
$748 ﹤0.01%
+13
2300
$745 ﹤0.01%
+25
90 91
92
93 94