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
326
$2.08M 0.06%
11,696
+752
327
$2.08M 0.06%
4,426
+1,261
328
$2.07M 0.06%
242,274
-36,272
329
$2.06M 0.06%
26,991
+4,471
330
$2.04M 0.06%
17,513
+240
331
$2.03M 0.06%
100,074
-11,946
332
$2.02M 0.06%
43,023
-2,982
333
$2.01M 0.06%
25,993
+8,471
334
$2.01M 0.06%
3,067
-250
335
$2.01M 0.06%
5,648
+69
336
$2M 0.06%
7,790
-1,116
337
$1.99M 0.06%
90,150
-49,787
338
$1.96M 0.06%
5,811
-103
339
$1.96M 0.06%
51,652
-9,861
340
$1.95M 0.05%
144,122
-24,026
341
$1.94M 0.05%
36,144
+11,865
342
$1.93M 0.05%
43,849
+13,024
343
$1.93M 0.05%
+70,070
344
$1.92M 0.05%
53,898
+270
345
$1.92M 0.05%
11,171
-418
346
$1.91M 0.05%
7,698
+4,389
347
$1.91M 0.05%
14,536
+2,502
348
$1.9M 0.05%
38,027
-27,874
349
$1.9M 0.05%
35,923
+7,406
350
$1.9M 0.05%
20,849
+773
12 13
14
15 16