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
401
$1.6M 0.04%
13,223
+2,394
402
$1.6M 0.04%
51,275
-18,396
403
$1.58M 0.04%
87,568
-16,245
404
$1.58M 0.04%
14,323
+2,301
405
$1.57M 0.04%
10,478
+551
406
$1.57M 0.04%
4,178
+148
407
$1.57M 0.04%
53,835
+46,176
408
$1.55M 0.04%
44,520
-10,254
409
$1.53M 0.04%
15,735
-2,078
410
$1.53M 0.04%
119,753
+30,944
411
$1.53M 0.04%
15,369
+2,091
412
$1.52M 0.04%
128,009
+56,478
413
$1.5M 0.04%
17,521
-753
414
$1.5M 0.04%
4,472
+792
415
$1.49M 0.04%
+22,101
416
$1.49M 0.04%
85,666
+5,336
417
$1.49M 0.04%
14,525
+422
418
$1.49M 0.04%
29,639
-3,091
419
$1.49M 0.04%
52,682
+7,855
420
$1.48M 0.04%
9,047
+1,498
421
$1.48M 0.04%
10,539
-26
422
$1.47M 0.04%
50,000
+42,948
423
$1.47M 0.04%
32,850
-2,209
424
$1.47M 0.04%
67,266
-114
425
$1.47M 0.04%
13,270
+2,586
15 16
17
18 19