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
676
$671K 0.02%
6,884
-219
677
$670K 0.02%
21,028
+585
678
$670K 0.02%
13,549
-7,758
679
$669K 0.02%
16,641
+201
680
$667K 0.02%
10,478
+1,513
681
$665K 0.02%
16,231
-2,017
682
$664K 0.02%
7,822
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683
$664K 0.02%
+12,787
684
$663K 0.02%
12,633
-1,797
685
$661K 0.02%
143,392
-123
686
$651K 0.02%
26,961
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687
$650K 0.02%
18,201
+1,943
688
$649K 0.02%
6,635
+812
689
$647K 0.02%
7,511
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690
$647K 0.02%
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692
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2,682
-4,711
693
$642K 0.02%
31,417
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694
$641K 0.02%
14,083
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695
$640K 0.02%
4,999
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696
$639K 0.02%
3,961
-151
697
$636K 0.02%
9,073
-705
698
$635K 0.02%
28,357
+1,437
699
$635K 0.02%
38,798
+7,910
700
$635K 0.02%
3,835
+681
26 27
28
29 30