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
2376
$316 ﹤0.01%
+6
2377
$314 ﹤0.01%
+49
2378
$313 ﹤0.01%
+14
2379
$312 ﹤0.01%
+3
2380
$308 ﹤0.01%
+1
2381
$306 ﹤0.01%
10
-6,910
2382
$306 ﹤0.01%
+3
2383
$305 ﹤0.01%
+9
2384
$304 ﹤0.01%
+38
2385
$303 ﹤0.01%
+15
2386
$299 ﹤0.01%
+5
2387
$297 ﹤0.01%
+10
2388
$293 ﹤0.01%
+3
2389
$285 ﹤0.01%
+18
2390
$279 ﹤0.01%
+27
2391
$277 ﹤0.01%
+8
2392
$267 ﹤0.01%
+8
2393
$263 ﹤0.01%
+20
2394
$262 ﹤0.01%
+3
2395
$258 ﹤0.01%
+3
2396
$257 ﹤0.01%
+11
2397
$256 ﹤0.01%
+7
2398
$254 ﹤0.01%
+18
2399
$254 ﹤0.01%
+7
2400
$254 ﹤0.01%
+19
94 95
96
97 98