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
476
$1.22M 0.03%
+2
477
$1.22M 0.03%
12,173
+1,153
478
$1.22M 0.03%
11,345
-28,192
479
$1.2M 0.03%
28,678
+12,477
480
$1.2M 0.03%
49,022
+13,869
481
$1.19M 0.03%
8,569
-3,968
482
$1.19M 0.03%
721
-301
483
$1.18M 0.03%
1,303
+348
484
$1.17M 0.03%
25,285
-11,208
485
$1.17M 0.03%
28,800
-8,190
486
$1.16M 0.03%
23,138
+6,587
487
$1.16M 0.03%
292
-179
488
$1.15M 0.03%
8,248
+358
489
$1.15M 0.03%
26,788
-64,365
490
$1.15M 0.03%
45,042
-649
491
$1.15M 0.03%
28,875
-5,234
492
$1.15M 0.03%
4,801
+201
493
$1.14M 0.03%
1,086
+80
494
$1.14M 0.03%
45,664
+32,845
495
$1.13M 0.03%
6,278
-359
496
$1.13M 0.03%
58,408
-1,156
497
$1.12M 0.03%
12,695
-11,813
498
$1.11M 0.03%
11,310
-132
499
$1.11M 0.03%
5,277
-4,553
500
$1.11M 0.03%
5,553
-3,882
18 19
20
21 22