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
376
$321K 0.06%
2,484
-28
377
$319K 0.06%
11,978
+925
378
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3,890
-418
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$314K 0.06%
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380
$314K 0.06%
22,000
381
$314K 0.06%
7,582
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382
$313K 0.06%
3,381
+50
383
$310K 0.06%
8,120
-1,273
384
$309K 0.06%
2,967
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385
$309K 0.06%
+6,902
386
$309K 0.06%
6,978
+405
387
$309K 0.06%
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-50
388
$308K 0.06%
7,485
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389
$306K 0.06%
+11,120
390
$306K 0.06%
9,838
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391
$304K 0.06%
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394
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395
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396
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15,864
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397
$294K 0.06%
4,489
-79
398
$294K 0.06%
+19,200
399
$293K 0.06%
52,218
-1,507
400
$291K 0.06%
2,212
+328
14 15
16
17 18