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
701
$632K 0.02%
55,979
+3,063
702
$630K 0.02%
18,709
+2,611
703
$629K 0.02%
8,903
+1,005
704
$627K 0.02%
2,088
+561
705
$624K 0.02%
+2,232
706
$623K 0.02%
10,878
+31
707
$620K 0.02%
25,519
+12
708
$618K 0.02%
8,788
-229
709
$612K 0.02%
+18,899
710
$609K 0.02%
13,796
+3
711
$608K 0.02%
111,598
+13,556
712
$604K 0.02%
6,778
-1,308
713
$603K 0.02%
5,728
-219
714
$602K 0.02%
10,615
+35
715
$602K 0.02%
1,082
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716
$601K 0.02%
48,325
+9,495
717
$601K 0.02%
29,274
-6,897
718
$601K 0.02%
+31,080
719
$598K 0.02%
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720
$598K 0.02%
9,448
-1,488
721
$598K 0.02%
11,680
+30
722
$593K 0.02%
4,347
-1,191
723
$592K 0.02%
18,121
-35,476
724
$591K 0.02%
7,546
+20
725
$587K 0.02%
6,893
+731
27 28
29
30 31