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
551
$965K 0.03%
21,980
+4,661
552
$960K 0.03%
6,736
+649
553
$954K 0.03%
10,673
+6,628
554
$952K 0.03%
12,208
+2,356
555
$948K 0.03%
58,844
+1,072
556
$946K 0.03%
21,211
+4,387
557
$940K 0.03%
11,253
+1,112
558
$938K 0.03%
1,299
-388
559
$936K 0.03%
46,904
+20,614
560
$927K 0.03%
14,417
+2,137
561
$926K 0.03%
+54,983
562
$924K 0.03%
17,504
-463
563
$923K 0.03%
27,660
564
$921K 0.03%
24,494
-944
565
$921K 0.03%
135,445
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566
$917K 0.03%
31,171
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567
$916K 0.03%
14,513
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$914K 0.03%
24,123
-78
569
$914K 0.03%
11,518
+1,474
570
$910K 0.03%
24,640
-3,128
571
$902K 0.03%
2,814
-1
572
$900K 0.03%
42,670
-28,406
573
$891K 0.03%
18,230
+205
574
$890K 0.02%
6,575
+168
575
$890K 0.02%
73,500
-291
21 22
23
24 25