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
426
$1.46M 0.04%
48,411
+6,309
427
$1.46M 0.04%
18,728
-3,054
428
$1.45M 0.04%
80,038
+10,349
429
$1.44M 0.04%
40,781
+5,606
430
$1.43M 0.04%
24,787
+9,867
431
$1.43M 0.04%
35,999
+977
432
$1.43M 0.04%
19,869
-1,639
433
$1.41M 0.04%
28,379
+370
434
$1.41M 0.04%
57,696
-4,011
435
$1.4M 0.04%
10,269
+3,080
436
$1.4M 0.04%
40,156
-4,684
437
$1.4M 0.04%
18,585
-66
438
$1.4M 0.04%
55,891
+44,583
439
$1.4M 0.04%
12,862
+808
440
$1.4M 0.04%
12,389
+599
441
$1.39M 0.04%
13,740
-844
442
$1.38M 0.04%
35,196
+22,567
443
$1.38M 0.04%
17,456
-205
444
$1.36M 0.04%
23,874
+811
445
$1.34M 0.04%
4,851
+604
446
$1.34M 0.04%
31,160
-5,580
447
$1.34M 0.04%
67,486
+11,642
448
$1.34M 0.04%
3,450
-163
449
$1.33M 0.04%
60,519
-8,748
450
$1.33M 0.04%
10,034
-687
16 17
18
19 20