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
651
$728K 0.02%
17,177
+1,362
652
$728K 0.02%
361
+85
653
$727K 0.02%
4,248
-1,945
654
$726K 0.02%
42,413
+2,157
655
$726K 0.02%
17,311
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656
$721K 0.02%
11,644
+902
657
$717K 0.02%
20,018
+703
658
$707K 0.02%
6,099
+2,172
659
$706K 0.02%
10,410
+329
660
$701K 0.02%
4,887
-602
661
$701K 0.02%
84,550
-92,100
662
$699K 0.02%
8,427
+1,695
663
$699K 0.02%
5,834
-427
664
$697K 0.02%
6,492
-273
665
$695K 0.02%
6,440
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23,122
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667
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63,130
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668
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15,823
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669
$683K 0.02%
4,679
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670
$682K 0.02%
270,533
+40,394
671
$680K 0.02%
16,519
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672
$677K 0.02%
14,346
-8,060
673
$677K 0.02%
9,590
+629
674
$675K 0.02%
4,558
+1,371
675
$675K 0.02%
3,857
-215
25 26
27
28 29