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
$1.02B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.91M
3
+$6.07M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$4.56M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.72M

Top Sells

1
+$5.17M
2
+$4.86M
3
+$3.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.11M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.94M

Sector Composition

1 Technology 10.51%
2 Financials 7.15%
3 Healthcare 6.88%
4 Communication Services 6.07%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$253K 0.02%
2,256
+422
652
$252K 0.02%
4,940
+1,045
653
$252K 0.02%
11,820
+13
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$251K 0.02%
14,000
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655
$251K 0.02%
2,126
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656
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+6,495
657
$249K 0.02%
1,372
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658
$249K 0.02%
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659
$247K 0.02%
+9,508
660
$247K 0.02%
2,001
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661
$247K 0.02%
7,043
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662
$247K 0.02%
23,315
663
$246K 0.02%
+2,063
664
$246K 0.02%
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665
$246K 0.02%
5,005
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666
$246K 0.02%
+7,420
667
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3,336
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15,120
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669
$243K 0.02%
2,457
-1,501
670
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5,490
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671
$242K 0.02%
+137,360
672
$241K 0.02%
6,388
-1,729
673
$240K 0.02%
4,280
-20
674
$240K 0.02%
20,564
+6,564
675
$239K 0.02%
20,025
-3,000
25 26
27
28 29