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
2326
$483 ﹤0.01%
+34
2327
$467 ﹤0.01%
+7
2328
$461 ﹤0.01%
+95
2329
$454 ﹤0.01%
+30
2330
$451 ﹤0.01%
+10
2331
$443 ﹤0.01%
+17
2332
$433 ﹤0.01%
+9
2333
$428 ﹤0.01%
+20
2334
$426 ﹤0.01%
+4
2335
$424 ﹤0.01%
+1
2336
$417 ﹤0.01%
+20
2337
$417 ﹤0.01%
+18
2338
$407 ﹤0.01%
+16
2339
$390 ﹤0.01%
+3
2340
$389 ﹤0.01%
+3
2341
$386 ﹤0.01%
+9
2342
$382 ﹤0.01%
+3
2343
– –
0
2344
$380 ﹤0.01%
+50
2345
$371 ﹤0.01%
+14
2346
$371 ﹤0.01%
+15
2347
$368 ﹤0.01%
+5
2348
$366 ﹤0.01%
+8
2349
$363 ﹤0.01%
+6
2350
$361 ﹤0.01%
+40
92 93
94
95 96