BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.57B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,636
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$6.76M
3
+$6.29M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$4.6M
5
IYW icon
iShares US Technology ETF
IYW
+$4.21M

Top Sells

1
+$9.04M
2
+$8.45M
3
+$6.61M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.68M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.4M

Sector Composition

1 Technology 11.45%
2 Healthcare 7.79%
3 Financials 5.38%
4 Consumer Discretionary 5.12%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.9M 0.08%
16,629
-10,268
252
$2.89M 0.08%
62,563
+5,708
253
$2.87M 0.08%
20,940
+719
254
$2.86M 0.08%
12,047
-9
255
$2.83M 0.08%
24,969
+1,523
256
$2.81M 0.08%
27,777
-4,688
257
$2.79M 0.08%
61,752
-6,846
258
$2.79M 0.08%
23,153
+3,376
259
$2.76M 0.08%
30,681
+17,209
260
$2.76M 0.08%
43,128
+422
261
$2.75M 0.08%
223,854
+36,200
262
$2.75M 0.08%
104,904
-80
263
$2.75M 0.08%
62,575
-3,199
264
$2.73M 0.08%
11,967
+2,427
265
$2.71M 0.08%
36,869
+4,564
266
$2.7M 0.08%
15,043
+1,824
267
$2.69M 0.08%
35,152
-2,528
268
$2.69M 0.08%
145,457
-3,140
269
$2.68M 0.08%
166,561
-14,260
270
$2.68M 0.08%
143,265
-7,155
271
$2.66M 0.07%
11,499
-1,173
272
$2.65M 0.07%
17,805
-1,529
273
$2.65M 0.07%
11,257
+296
274
$2.62M 0.07%
17,104
+2,985
275
$2.62M 0.07%
10,614
-499
9 10
11
12 13