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
451
$1.33M 0.03%
6,383
-1,589
452
$1.32M 0.03%
2,342
-5,475
453
$1.32M 0.03%
27,461
-38,258
454
$1.31M 0.03%
28,791
+18
455
$1.31M 0.03%
5,003
-1,626
456
$1.31M 0.03%
22,770
+8,041
457
$1.3M 0.03%
33,267
+17,702
458
$1.3M 0.03%
11,914
-10,986
459
$1.29M 0.03%
27,638
+10,871
460
$1.29M 0.03%
2,785
-536
461
$1.28M 0.03%
37,516
+28,075
462
$1.28M 0.03%
24,652
+3,352
463
$1.28M 0.03%
48,983
-6,271
464
$1.28M 0.03%
13,543
-10,657
465
$1.27M 0.03%
131,648
+101,351
466
$1.26M 0.03%
3,260
-721
467
$1.26M 0.03%
4,270
-1,996
468
$1.25M 0.03%
+38,667
469
$1.24M 0.03%
2,450
+64
470
$1.24M 0.03%
6,056
+2,268
471
$1.24M 0.03%
15,682
-2,394
472
$1.24M 0.03%
18,491
+4,281
473
$1.23M 0.03%
+185,082
474
$1.23M 0.03%
22,387
-7,160
475
$1.23M 0.03%
103,432
-3,196
17 18
19
20 21