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
501
$1.11M 0.03%
65,231
+821
502
$1.1M 0.03%
15,537
+8,559
503
$1.1M 0.03%
7,650
-2,516
504
$1.1M 0.03%
11,036
-7
505
$1.09M 0.03%
345,340
+17,929
506
$1.09M 0.03%
15,177
+14
507
$1.08M 0.03%
26,151
-3,289
508
$1.08M 0.03%
22,451
-1,189
509
$1.07M 0.03%
53,265
+501
510
$1.07M 0.03%
23,671
+468
511
$1.06M 0.03%
18,103
+6,543
512
$1.06M 0.03%
24,255
-2,190
513
$1.06M 0.03%
115,111
+95,063
514
$1.06M 0.03%
89,800
-39,000
515
$1.06M 0.03%
76,060
+27,820
516
$1.06M 0.03%
11,537
-804
517
$1.06M 0.03%
26,130
-13,957
518
$1.05M 0.03%
61,545
+2,869
519
$1.04M 0.03%
73,782
+8,791
520
$1.04M 0.03%
22,622
-7,184
521
$1.04M 0.03%
21,398
+3,195
522
$1.03M 0.03%
54,347
+8,802
523
$1.03M 0.03%
41,104
-1,190
524
$1.03M 0.03%
20,528
-5,246
525
$1.03M 0.03%
19,302
+2,291
19 20
21
22 23