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
$499M
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$2.46M
3
+$1.55M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.49M
5
EXP icon
Eagle Materials
EXP
+$1.43M

Top Sells

1
+$3.29M
2
+$1.27M
3
+$632K
4
VER
VEREIT, Inc.
VER
+$626K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$568K

Sector Composition

1 Healthcare 7.94%
2 Communication Services 7.3%
3 Technology 7.08%
4 Consumer Staples 5.55%
5 Financials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.43%
79,606
+818
52
$2.13M 0.43%
33,160
+974
53
$2.1M 0.42%
21,300
+959
54
$2.09M 0.42%
30,936
+919
55
$2.06M 0.41%
39,771
+2,647
56
$2M 0.4%
82,652
+2,103
57
$1.92M 0.38%
22,273
+792
58
$1.91M 0.38%
28,660
+329
59
$1.72M 0.34%
129,366
-4,210
60
$1.71M 0.34%
17,475
-3,521
61
$1.7M 0.34%
21,349
+3,558
62
$1.69M 0.34%
72,908
-1,752
63
$1.66M 0.33%
17,274
+1,193
64
$1.64M 0.33%
246,528
+125,772
65
$1.64M 0.33%
50,172
+6,408
66
$1.63M 0.33%
47,240
+2,720
67
$1.59M 0.32%
15,009
+1,226
68
$1.59M 0.32%
48,726
-2,290
69
$1.59M 0.32%
43,069
+21,415
70
$1.58M 0.32%
13,700
+1,081
71
$1.57M 0.31%
131,621
72
$1.56M 0.31%
47,547
+1,212
73
$1.55M 0.31%
6,717
+1,605
74
$1.55M 0.31%
+60,110
75
$1.54M 0.31%
29,994
+471
1 2
3
4 5