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
451
$1.32M 0.04%
10,942
+225
452
$1.32M 0.04%
14,755
-4,958
453
$1.31M 0.04%
11,139
+531
454
$1.31M 0.04%
26,817
-142
455
$1.3M 0.04%
19,561
-414
456
$1.3M 0.04%
28,806
+4,909
457
$1.3M 0.04%
12,308
+1,754
458
$1.28M 0.04%
43,890
+1,800
459
$1.26M 0.04%
7,195
-215
460
$1.25M 0.04%
26,411
-48,292
461
$1.25M 0.04%
53,974
+14,897
462
$1.25M 0.03%
24,738
-1,549
463
$1.24M 0.03%
43,235
+24,119
464
$1.24M 0.03%
25,084
+11,263
465
$1.23M 0.03%
39,495
+9,870
466
$1.23M 0.03%
16,211
+8,754
467
$1.22M 0.03%
78,039
-7,164
468
$1.22M 0.03%
38,822
+453
469
$1.22M 0.03%
26,213
-113
470
$1.22M 0.03%
36,180
-10,707
471
$1.22M 0.03%
38,256
+28,821
472
$1.2M 0.03%
74,547
-5,590
473
$1.2M 0.03%
38,238
-500
474
$1.2M 0.03%
48,699
-39,995
475
$1.19M 0.03%
11,984
+8,019
17 18
19
20 21