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
2426
$207 ﹤0.01%
+12
2427
$202 ﹤0.01%
+12
2428
$200 ﹤0.01%
+18
2429
$195 ﹤0.01%
+10
2430
$183 ﹤0.01%
+24
2431
$179 ﹤0.01%
+22
2432
$178 ﹤0.01%
+10
2433
$166 ﹤0.01%
+10
2434
$165 ﹤0.01%
+63
2435
$164 ﹤0.01%
+11
2436
$158 ﹤0.01%
+72
2437
$153 ﹤0.01%
+5
2438
$145 ﹤0.01%
+17
2439
$125 ﹤0.01%
+28
2440
$123 ﹤0.01%
+50
2441
$116 ﹤0.01%
+38
2442
$113 ﹤0.01%
+10
2443
$94 ﹤0.01%
+100
2444
$87 ﹤0.01%
+5
2445
$54 ﹤0.01%
+20
2446
$35 ﹤0.01%
+44
2447
$10 ﹤0.01%
+27
2448
– –
-393
2449
– –
-2,443
2450
– –
-7,880
96 97
98
99 100