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
$1.5B
AUM Growth
+$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$8.05M
3
+$6.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.39M
5
LRCX icon
Lam Research
LRCX
+$6.1M

Top Sells

1
+$10.2M
2
+$6.66M
3
+$4.28M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.35M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.46M

Sector Composition

1 Technology 13.72%
2 Healthcare 7.39%
3 Consumer Discretionary 6.3%
4 Communication Services 5.95%
5 Financials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$241K 0.02%
+2,451
702
$240K 0.02%
12,994
-1,385
703
$240K 0.02%
12,320
-700
704
$239K 0.02%
+178
705
$239K 0.02%
2,294
-215
706
$238K 0.02%
13,503
+141
707
$237K 0.02%
9,429
-1,295
708
$237K 0.02%
+4,216
709
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50,857
-5,942
710
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7,744
-1
711
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712
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$236K 0.02%
15,051
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714
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715
$235K 0.02%
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716
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717
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718
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719
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720
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23,315
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7,450
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722
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+2,961
723
$230K 0.02%
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724
$230K 0.02%
1,486
+50
725
$230K 0.02%
10,816
-143
27 28
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