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
$3.93B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$17M
3
+$14.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.3M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$11.5M

Top Sells

1
+$48.3M
2
+$43.3M
3
+$28.3M
4
VTV icon
Vanguard Value ETF
VTV
+$25.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.4M

Sector Composition

1 Technology 19.48%
2 Healthcare 5.93%
3 Consumer Discretionary 5.66%
4 Financials 5.57%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$607K 0.02%
+5,325
727
$606K 0.02%
130,000
-30,000
728
$606K 0.02%
+7,006
729
$604K 0.02%
26,593
-384
730
$603K 0.02%
17,857
-6,114
731
$603K 0.02%
3,779
-1,042
732
$601K 0.02%
4,544
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733
$598K 0.02%
12,847
-5,574
734
$598K 0.02%
2,581
-894
735
$597K 0.02%
42,024
-6,983
736
$596K 0.02%
11,637
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737
$596K 0.02%
2,955
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738
$594K 0.02%
4,541
-3,435
739
$592K 0.02%
16,875
+1
740
$591K 0.02%
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741
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742
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6,276
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743
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10,259
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744
$583K 0.01%
46,539
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745
$582K 0.01%
+19,060
746
$581K 0.01%
12,549
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747
$580K 0.01%
24,188
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748
$579K 0.01%
1,419
-721
749
$579K 0.01%
77,833
-20,573
750
$576K 0.01%
+13,275
28 29
30
31 32