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
401
$291K 0.06%
9,234
-118
402
$288K 0.06%
2,206
-246
403
$287K 0.06%
2,060
-486
404
$286K 0.06%
+6,725
405
$285K 0.06%
2,051
-219
406
$285K 0.06%
2,086
-20
407
$285K 0.06%
13,297
+2,709
408
$284K 0.06%
11,212
+225
409
$284K 0.06%
+6,124
410
$283K 0.06%
2,514
-383
411
$283K 0.06%
36,998
+1,066
412
$283K 0.06%
8,611
+203
413
$283K 0.06%
5,850
+1,389
414
$282K 0.06%
+3,765
415
$280K 0.06%
7,246
+21
416
$279K 0.06%
6,418
+234
417
$276K 0.06%
20,500
+1,250
418
$276K 0.06%
24,746
-11,081
419
$275K 0.06%
+6,269
420
$275K 0.06%
1,802
+135
421
$274K 0.05%
+10,506
422
$273K 0.05%
+9,025
423
$272K 0.05%
17,938
+4,828
424
$272K 0.05%
2,651
+388
425
$271K 0.05%
11,565
-10,890
15 16
17
18 19