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
$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 Universal USD Bond 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 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.59M 0.07%
69,163
-736
277
$2.58M 0.07%
34,573
-4,854
278
$2.57M 0.07%
80,577
-39,089
279
$2.57M 0.07%
19,869
+1,699
280
$2.57M 0.07%
22,988
+586
281
$2.56M 0.07%
57,434
-17,822
282
$2.56M 0.07%
29,826
+5,672
283
$2.56M 0.07%
24,291
-1,322
284
$2.56M 0.07%
79,367
-25,893
285
$2.56M 0.07%
10,363
+3,079
286
$2.55M 0.07%
35,914
-1,512
287
$2.55M 0.07%
68,212
-6,930
288
$2.54M 0.07%
11,469
+1,783
289
$2.53M 0.07%
14,525
+2,877
290
$2.5M 0.07%
31,959
-1,403
291
$2.5M 0.07%
26,239
+1,293
292
$2.46M 0.07%
48,928
+21,036
293
$2.45M 0.07%
21,502
+665
294
$2.45M 0.07%
61,807
-4,007
295
$2.44M 0.07%
66,756
-458
296
$2.41M 0.07%
26,578
-1,171
297
$2.4M 0.07%
26,697
+4,168
298
$2.4M 0.07%
9,655
+1,616
299
$2.39M 0.07%
127,146
-2,074
300
$2.36M 0.07%
50,676
+23,556
10 11
12
13 14