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
526
$1.03M 0.03%
19,542
+2,675
527
$1.02M 0.03%
29,380
-1,336
528
$1.01M 0.03%
8,820
-1,023
529
$1.01M 0.03%
+10,136
530
$1.01M 0.03%
106,299
-6,379
531
$1.01M 0.03%
7,767
+699
532
$1,000K 0.03%
5,111
+1,086
533
$996K 0.03%
17,968
-2,220
534
$996K 0.03%
84,688
+13,484
535
$993K 0.03%
14,643
-1,956
536
$991K 0.03%
1,932
+169
537
$989K 0.03%
29,921
+6,640
538
$988K 0.03%
8,511
-1,251
539
$986K 0.03%
21,927
+8,763
540
$985K 0.03%
4,809
+939
541
$985K 0.03%
7,033
-2,370
542
$983K 0.03%
64,561
+18,060
543
$982K 0.03%
+32,991
544
$977K 0.03%
73,167
+24,368
545
$973K 0.03%
151,584
-12,864
546
$972K 0.03%
23,864
+4,859
547
$971K 0.03%
40,485
+10,042
548
$971K 0.03%
31,996
+2,080
549
$968K 0.03%
36,046
550
$966K 0.03%
102,826
+12,674
20 21
22
23 24