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
$1.5B
AUM Growth
+$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$8.05M
3
+$6.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.39M
5
LRCX icon
Lam Research
LRCX
+$6.1M

Top Sells

1
+$10.2M
2
+$6.66M
3
+$4.28M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.35M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.46M

Sector Composition

1 Technology 13.72%
2 Healthcare 7.39%
3 Consumer Discretionary 6.3%
4 Communication Services 5.95%
5 Financials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$216K 0.01%
14,608
+236
752
$214K 0.01%
+7,325
753
$214K 0.01%
1,220
-296
754
$214K 0.01%
61,605
+1,603
755
$213K 0.01%
+9,910
756
$213K 0.01%
+1,069
757
$213K 0.01%
+105
758
$212K 0.01%
+1,239
759
$211K 0.01%
+1,572
760
$211K 0.01%
+4,922
761
$211K 0.01%
14,300
-17,700
762
$210K 0.01%
6,918
-1,085
763
$209K 0.01%
3,630
-747
764
$207K 0.01%
13,836
+1,173
765
$206K 0.01%
+1,102
766
$205K 0.01%
1,754
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767
$205K 0.01%
3,282
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768
$205K 0.01%
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769
$203K 0.01%
1,059
-291
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$203K 0.01%
2,720
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771
$202K 0.01%
1,629
-545
772
$202K 0.01%
+1,302
773
$201K 0.01%
+11,200
774
$198K 0.01%
13,975
+1,224
775
$198K 0.01%
10,795
-3,398
29 30
31
32 33