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
376
$1.71M 0.05%
+42,031
377
$1.71M 0.05%
47,048
+3,692
378
$1.7M 0.05%
52,293
-14,559
379
$1.7M 0.05%
33,871
-3,626
380
$1.68M 0.05%
43,972
-2,033
381
$1.67M 0.05%
8,960
+3,254
382
$1.67M 0.05%
15,901
+1,464
383
$1.67M 0.05%
15,879
-8,209
384
$1.67M 0.05%
24,537
+1,697
385
$1.67M 0.05%
12,550
-544
386
$1.66M 0.05%
67,146
-29,459
387
$1.66M 0.05%
8,802
+56
388
$1.65M 0.05%
+71,392
389
$1.64M 0.05%
6,205
-65
390
$1.64M 0.05%
43,168
-1,624
391
$1.64M 0.05%
44,328
-1,540
392
$1.64M 0.05%
7,534
+2,198
393
$1.63M 0.05%
7,620
+726
394
$1.63M 0.05%
37,130
+6,661
395
$1.62M 0.05%
155,612
-67,045
396
$1.61M 0.05%
12,730
+1,012
397
$1.61M 0.05%
4,274
-293
398
$1.61M 0.05%
+19,400
399
$1.61M 0.05%
30,723
+4,844
400
$1.6M 0.04%
35,787
+203
14 15
16
17 18