BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
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 Total USD Bond Market 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 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.3M 0.4%
311,052
+68,431
52
$14.2M 0.4%
191,017
+19,042
53
$13.9M 0.39%
43,554
+5,889
54
$13.9M 0.39%
292,325
-5,309
55
$13.7M 0.38%
110,847
-7,660
56
$13.6M 0.38%
345,821
-7,306
57
$13.5M 0.38%
178,711
+6,678
58
$13.4M 0.38%
95,390
-82
59
$13.2M 0.37%
150,083
+18,453
60
$13.2M 0.37%
71,791
+11,514
61
$13.1M 0.37%
204,239
-5,758
62
$12.8M 0.36%
146,771
+6,078
63
$12.7M 0.36%
156,311
+14,773
64
$12.6M 0.35%
470,316
+73,061
65
$12M 0.33%
306,644
-20,131
66
$12M 0.33%
45,854
+859
67
$11.9M 0.33%
62,370
-3,079
68
$11.7M 0.33%
54,648
-3,363
69
$11.6M 0.33%
339,963
+29,451
70
$11.3M 0.32%
56,420
+520
71
$11.3M 0.32%
83,261
+1,990
72
$11.1M 0.31%
132,537
+1,167
73
$11M 0.31%
411,627
+134,577
74
$10.4M 0.29%
72,026
+1,178
75
$10.4M 0.29%
259,794
+15,530
1 2
3
4 5