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
751
$540K 0.02%
3,295
-105
752
$540K 0.02%
+4,229
753
$539K 0.02%
11,300
+477
754
$539K 0.02%
12,398
+240
755
$538K 0.02%
22,272
+4,458
756
$537K 0.02%
1,917
-1,489
757
$535K 0.02%
6,213
-455
758
$533K 0.01%
1,832
-100
759
$532K 0.01%
10,661
-13,569
760
$531K 0.01%
6,427
+91
761
$531K 0.01%
11,473
+1,001
762
$530K 0.01%
18,671
+323
763
$529K 0.01%
5,253
+859
764
$527K 0.01%
8,766
-79
765
$525K 0.01%
9,357
+315
766
$525K 0.01%
20,204
-1,495
767
$525K 0.01%
7,524
+4,767
768
$525K 0.01%
49,405
-497
769
$525K 0.01%
50,301
+126
770
$524K 0.01%
3,045
-1,494
771
$523K 0.01%
4,556
+1,382
772
$523K 0.01%
13,023
-151
773
$521K 0.01%
59,588
+4,080
774
$519K 0.01%
5,061
+780
775
$519K 0.01%
34,010
-920
29 30
31
32 33