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
$499M
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$2.46M
3
+$1.55M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.49M
5
EXP icon
Eagle Materials
EXP
+$1.43M

Top Sells

1
+$3.29M
2
+$1.27M
3
+$632K
4
VER
VEREIT, Inc.
VER
+$626K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$568K

Sector Composition

1 Healthcare 7.94%
2 Communication Services 7.3%
3 Technology 7.08%
4 Consumer Staples 5.55%
5 Financials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$412K 0.08%
+35,943
302
$410K 0.08%
25,266
+3,012
303
$410K 0.08%
6,237
+543
304
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12,732
+2
305
$409K 0.08%
19,998
+1,470
306
$409K 0.08%
14,761
+1,063
307
$406K 0.08%
7,114
-28
308
$402K 0.08%
15,769
+2,254
309
$402K 0.08%
25,602
+238
310
$401K 0.08%
6,382
+228
311
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6,915
-70
312
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4,440
+1,126
313
$400K 0.08%
24,792
+1,230
314
$399K 0.08%
10,879
-771
315
$398K 0.08%
+7,788
316
$397K 0.08%
6,567
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317
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8,438
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318
$389K 0.08%
28,182
-894
319
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3,617
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320
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1,109
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321
$386K 0.08%
4,404
-163
322
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4,724
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323
$386K 0.08%
10,600
+1,990
324
$385K 0.08%
+6,573
325
$382K 0.08%
6,822
-319
11 12
13
14 15