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
301
$2.35M 0.07%
35,696
+6,431
302
$2.34M 0.07%
7,176
-437
303
$2.34M 0.07%
21,657
+14,443
304
$2.33M 0.07%
7,511
+386
305
$2.3M 0.06%
51,090
+12,390
306
$2.28M 0.06%
8,865
+6,243
307
$2.27M 0.06%
147,840
+15,250
308
$2.26M 0.06%
6,833
-1,050
309
$2.26M 0.06%
10,196
+587
310
$2.26M 0.06%
34,421
-500
311
$2.25M 0.06%
30,042
+7,578
312
$2.18M 0.06%
8,990
-71
313
$2.18M 0.06%
13,776
+131
314
$2.17M 0.06%
61,898
+7,118
315
$2.17M 0.06%
11,570
+540
316
$2.17M 0.06%
21,841
+696
317
$2.17M 0.06%
16,028
-383
318
$2.14M 0.06%
22,582
+8,599
319
$2.14M 0.06%
43,747
+626
320
$2.14M 0.06%
3,015
-801
321
$2.13M 0.06%
10,240
+816
322
$2.11M 0.06%
7,945
-451
323
$2.1M 0.06%
9,057
-8,378
324
$2.09M 0.06%
15,211
+6,732
325
$2.09M 0.06%
34,112
-3,420
11 12
13
14 15