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
$3.93B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$17M
3
+$14.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.3M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$11.5M

Top Sells

1
+$48.3M
2
+$43.3M
3
+$28.3M
4
VTV icon
Vanguard Value ETF
VTV
+$25.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.4M

Sector Composition

1 Technology 19.48%
2 Healthcare 5.93%
3 Consumer Discretionary 5.66%
4 Financials 5.57%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.75M 0.04%
10,327
-5,709
377
$1.75M 0.04%
206,666
-31,804
378
$1.74M 0.04%
2,694
-1,581
379
$1.73M 0.04%
17,851
+1,212
380
$1.73M 0.04%
+34,520
381
$1.72M 0.04%
59,671
-12,338
382
$1.72M 0.04%
17,004
+177
383
$1.7M 0.04%
4,402
+529
384
$1.7M 0.04%
29,280
-17,101
385
$1.7M 0.04%
13,192
+113
386
$1.69M 0.04%
2,579
-53
387
$1.69M 0.04%
16,290
-3,050
388
$1.68M 0.04%
23,224
-7,675
389
$1.67M 0.04%
26,599
+51
390
$1.67M 0.04%
8,593
-21,816
391
$1.67M 0.04%
22,462
-18,569
392
$1.67M 0.04%
23,655
-5,505
393
$1.66M 0.04%
43,999
-29,241
394
$1.65M 0.04%
110,723
+5,393
395
$1.65M 0.04%
32,764
-16,869
396
$1.65M 0.04%
32,261
-90,300
397
$1.64M 0.04%
9,403
-3,613
398
$1.62M 0.04%
11,960
+3,091
399
$1.61M 0.04%
14,330
-6,462
400
$1.61M 0.04%
11,722
+229
14 15
16
17 18