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
626
$771K 0.02%
+10,109
627
$770K 0.02%
10,289
+2,746
628
$770K 0.02%
4,792
-610
629
$769K 0.02%
15,544
-782
630
$767K 0.02%
43,071
+12,012
631
$767K 0.02%
39,883
-401
632
$767K 0.02%
47,581
-2,040
633
$766K 0.02%
15,120
-274
634
$765K 0.02%
42,925
-47,131
635
$763K 0.02%
42,063
-13,269
636
$763K 0.02%
7,923
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637
$761K 0.02%
33,328
-13,918
638
$758K 0.02%
15,651
-5,400
639
$757K 0.02%
8,104
+767
640
$757K 0.02%
19,150
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641
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4,116
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642
$749K 0.02%
22,390
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643
$749K 0.02%
22,700
-21,656
644
$747K 0.02%
15,430
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645
$746K 0.02%
11,693
-717
646
$741K 0.02%
54,059
+16,832
647
$735K 0.02%
5,064
-233
648
$734K 0.02%
7,138
+12
649
$732K 0.02%
23,604
-2,590
650
$728K 0.02%
3,144
-1,629
24 25
26
27 28