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
726
$586K 0.02%
6,806
-101
727
$585K 0.02%
27,900
-5,839
728
$585K 0.02%
13,567
+1,710
729
$585K 0.02%
135,639
-17,287
730
$583K 0.02%
16,590
-32,440
731
$583K 0.02%
47,983
-11,399
732
$581K 0.02%
99,406
+1,469
733
$580K 0.02%
7,765
-1,943
734
$579K 0.02%
10,302
+1,480
735
$578K 0.02%
9,111
-575
736
$574K 0.02%
+26,970
737
$572K 0.02%
3,398
+310
738
$571K 0.02%
16,710
-1
739
$570K 0.02%
14,003
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740
$569K 0.02%
36,687
+12,440
741
$568K 0.02%
+10,400
742
$568K 0.02%
17,273
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743
$566K 0.02%
9,431
+3,476
744
$563K 0.02%
12,139
+275
745
$556K 0.02%
2,230
+32
746
$555K 0.02%
16,629
-1,179
747
$552K 0.02%
2,501
-80
748
$549K 0.02%
92,586
-1,891
749
$548K 0.02%
20,218
+5,161
750
$544K 0.02%
20,770
+4,020
28 29
30
31 32