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
551
$960K 0.02%
20,239
-23,905
552
$958K 0.02%
+22,065
553
$957K 0.02%
16,112
-3,403
554
$957K 0.02%
4,779
+900
555
$951K 0.02%
12,415
+519
556
$948K 0.02%
6,263
-10,680
557
$946K 0.02%
4,489
+1,288
558
$945K 0.02%
12,319
+5,841
559
$935K 0.02%
8,950
-4,707
560
$927K 0.02%
25,299
+8,153
561
$926K 0.02%
15,786
-13,748
562
$926K 0.02%
110,054
+12,198
563
$925K 0.02%
+49,770
564
$924K 0.02%
38,806
-4,500
565
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+6,395
566
$923K 0.02%
15,302
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567
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5,213
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568
$921K 0.02%
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569
$914K 0.02%
4,627
-1,533
570
$911K 0.02%
14,405
-26,024
571
$908K 0.02%
+5,105
572
$907K 0.02%
3,316
+1,833
573
$906K 0.02%
11,626
+4,222
574
$902K 0.02%
7,150
-816
575
$900K 0.02%
16,874
-6,655
21 22
23
24 25