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
2401
$253 ﹤0.01%
+7
2402
$252 ﹤0.01%
+16
2403
$251 ﹤0.01%
+2
2404
$251 ﹤0.01%
+3
2405
$250 ﹤0.01%
+22
2406
$242 ﹤0.01%
+8
2407
$242 ﹤0.01%
+5
2408
$240 ﹤0.01%
+8
2409
$238 ﹤0.01%
+10
2410
$238 ﹤0.01%
+7
2411
$237 ﹤0.01%
3,283
-243
2412
$234 ﹤0.01%
+5
2413
$234 ﹤0.01%
+600
2414
$233 ﹤0.01%
+11
2415
$231 ﹤0.01%
+9
2416
$228 ﹤0.01%
+100
2417
$226 ﹤0.01%
+6
2418
$225 ﹤0.01%
+4
2419
$225 ﹤0.01%
+5
2420
$224 ﹤0.01%
+5
2421
$216 ﹤0.01%
+20
2422
$215 ﹤0.01%
+6
2423
$214 ﹤0.01%
+18
2424
$209 ﹤0.01%
+3
2425
$209 ﹤0.01%
+6
95 96
97
98 99