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
601
$822K 0.02%
9,259
+1,227
602
$820K 0.02%
23,983
+3,865
603
$820K 0.02%
29,761
+261
604
$819K 0.02%
4,051
-515
605
$819K 0.02%
37,424
+7,100
606
$817K 0.02%
2,633
-295
607
$814K 0.02%
14,689
-2,394
608
$810K 0.02%
16,547
-3,142
609
$808K 0.02%
955
+25
610
$807K 0.02%
47,200
-81
611
$800K 0.02%
43,378
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612
$800K 0.02%
9,135
-3,369
613
$798K 0.02%
39,922
-13,322
614
$798K 0.02%
8,514
-553
615
$793K 0.02%
19,392
-10,309
616
$793K 0.02%
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617
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21,310
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618
$789K 0.02%
24,938
-62,198
619
$787K 0.02%
69,674
-314
620
$785K 0.02%
18,602
-1,698
621
$784K 0.02%
5,526
+1,788
622
$781K 0.02%
15,098
-5,668
623
$780K 0.02%
9,391
-22,391
624
$779K 0.02%
214,667
+53,830
625
$775K 0.02%
1,510
+120
23 24
25
26 27