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
351
$1.89M 0.05%
25,694
+15,076
352
$1.89M 0.05%
22,501
+7,136
353
$1.89M 0.05%
+34,308
354
$1.89M 0.05%
57,387
+1,045
355
$1.88M 0.05%
248,457
+27,998
356
$1.87M 0.05%
33,255
+5,985
357
$1.86M 0.05%
+60,143
358
$1.86M 0.05%
+25,446
359
$1.85M 0.05%
21,056
-2,965
360
$1.85M 0.05%
56,315
+17,189
361
$1.82M 0.05%
12,254
-556
362
$1.82M 0.05%
29,692
+4,864
363
$1.82M 0.05%
21,502
+11,074
364
$1.81M 0.05%
10,082
+478
365
$1.8M 0.05%
10,360
+1,503
366
$1.79M 0.05%
10,398
-303
367
$1.79M 0.05%
48,368
+481
368
$1.79M 0.05%
22,982
+5,818
369
$1.77M 0.05%
11,128
-647
370
$1.75M 0.05%
31,811
+406
371
$1.75M 0.05%
22,641
-352
372
$1.75M 0.05%
15,139
+506
373
$1.74M 0.05%
13,409
+628
374
$1.74M 0.05%
25,290
+2,275
375
$1.72M 0.05%
29,184
-6,399
13 14
15
16 17