BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
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 Total USD Bond Market 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 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.4M 0.6%
192,011
+232
27
$21.2M 0.59%
253,140
-9,219
28
$21.2M 0.59%
118,077
+1,864
29
$21.2M 0.59%
157,808
+14,020
30
$20.8M 0.58%
234,303
+1,697
31
$20.2M 0.57%
97,337
-58
32
$20.2M 0.57%
133,321
-75
33
$19.9M 0.56%
826,876
+42,405
34
$19.9M 0.56%
56,571
-4,618
35
$19.6M 0.55%
201,852
+9,847
36
$19M 0.53%
345,724
+53,078
37
$18.9M 0.53%
225,756
-11,356
38
$18.7M 0.52%
248,800
-23,603
39
$18.2M 0.51%
100,481
+185
40
$17.7M 0.5%
346,245
+9,214
41
$17.6M 0.49%
50,740
-88
42
$17.4M 0.49%
386,842
-1,175
43
$16.8M 0.47%
812,914
-74,859
44
$16.3M 0.46%
348,713
+2,652
45
$16.1M 0.45%
75,294
+4,156
46
$16M 0.45%
285,560
+7,660
47
$15.4M 0.43%
33,745
+1,132
48
$15.2M 0.43%
320,262
+11,139
49
$15.2M 0.43%
211,088
+11,577
50
$14.5M 0.41%
39,673
+4,083
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