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
$1.5B
AUM Growth
+$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$8.05M
3
+$6.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.39M
5
LRCX icon
Lam Research
LRCX
+$6.1M

Top Sells

1
+$10.2M
2
+$6.66M
3
+$4.28M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.35M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.46M

Sector Composition

1 Technology 13.72%
2 Healthcare 7.39%
3 Consumer Discretionary 6.3%
4 Communication Services 5.95%
5 Financials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$402K 0.03%
642
-81
527
$402K 0.03%
17,126
-1,673
528
$401K 0.03%
7,540
-2,493
529
$401K 0.03%
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530
$397K 0.03%
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531
$397K 0.03%
2,648
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532
$396K 0.03%
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533
$395K 0.03%
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534
$394K 0.03%
25,584
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535
$393K 0.03%
4,554
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536
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537
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538
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539
$384K 0.03%
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540
$384K 0.03%
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541
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542
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543
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545
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546
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547
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85,177
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548
$376K 0.03%
16,427
+1,060
549
$375K 0.03%
5,992
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550
$374K 0.03%
10,578
+141
20 21
22
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