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
476
$1.19M 0.03%
96,949
+7,163
477
$1.19M 0.03%
23,100
+8,700
478
$1.18M 0.03%
9,640
-155
479
$1.18M 0.03%
26,079
+12,829
480
$1.18M 0.03%
32,816
+7,754
481
$1.17M 0.03%
6,125
+2,829
482
$1.17M 0.03%
4,201
+93
483
$1.17M 0.03%
115,703
484
$1.16M 0.03%
5,519
+364
485
$1.16M 0.03%
41,900
+2,000
486
$1.16M 0.03%
23,319
-1,286
487
$1.15M 0.03%
+23,125
488
$1.15M 0.03%
6,947
-1,293
489
$1.15M 0.03%
16,084
-2,269
490
$1.15M 0.03%
8,165
-798
491
$1.14M 0.03%
13,652
+3,852
492
$1.14M 0.03%
90,439
+20,957
493
$1.14M 0.03%
45,952
-30,198
494
$1.13M 0.03%
23,940
-7,637
495
$1.13M 0.03%
3,643
+646
496
$1.13M 0.03%
32,746
+4,423
497
$1.13M 0.03%
22,292
+3,686
498
$1.11M 0.03%
17,679
-3,253
499
$1.11M 0.03%
21,280
+4,504
500
$1.11M 0.03%
1,416
-24
18 19
20
21 22