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
576
$887K 0.02%
31,881
-13,221
577
$885K 0.02%
55,085
+25,427
578
$879K 0.02%
18,370
+445
579
$876K 0.02%
52,623
+35,245
580
$876K 0.02%
18,767
+2,395
581
$876K 0.02%
25,973
+338
582
$874K 0.02%
19,846
-1,360
583
$870K 0.02%
9,088
+2,133
584
$870K 0.02%
42,026
+801
585
$862K 0.02%
64,124
+32,301
586
$859K 0.02%
25,178
+742
587
$856K 0.02%
19,204
-1,734
588
$853K 0.02%
34,066
+13,538
589
$852K 0.02%
67,746
-1,052
590
$852K 0.02%
28,318
-20,975
591
$850K 0.02%
61,176
+36,730
592
$848K 0.02%
107,970
+10,494
593
$848K 0.02%
3,028
+718
594
$847K 0.02%
81,155
+19,954
595
$837K 0.02%
13,087
+23
596
$837K 0.02%
27,500
-1,144
597
$833K 0.02%
+29,185
598
$831K 0.02%
27,343
+3,514
599
$829K 0.02%
17,853
-4,297
600
$823K 0.02%
11,192
-1,087
22 23
24
25 26