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
2351
$361 ﹤0.01%
+12
2352
$359 ﹤0.01%
+10
2353
$359 ﹤0.01%
+9
2354
$352 ﹤0.01%
+11
2355
$350 ﹤0.01%
+7
2356
$348 ﹤0.01%
+7
2357
$348 ﹤0.01%
+36
2358
$347 ﹤0.01%
+2
2359
$345 ﹤0.01%
+11
2360
$342 ﹤0.01%
+25
2361
$341 ﹤0.01%
+20
2362
$337 ﹤0.01%
+4
2363
$336 ﹤0.01%
+9
2364
$334 ﹤0.01%
+9
2365
$333 ﹤0.01%
+7
2366
$331 ﹤0.01%
+8
2367
$330 ﹤0.01%
+5
2368
$324 ﹤0.01%
+7
2369
$322 ﹤0.01%
+5
2370
$321 ﹤0.01%
+22
2371
$321 ﹤0.01%
+13
2372
$321 ﹤0.01%
+7
2373
$320 ﹤0.01%
+225
2374
$318 ﹤0.01%
+9
2375
$316 ﹤0.01%
+7
93 94
95
96 97