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
776
$519K 0.01%
47,190
+13,769
777
$518K 0.01%
8,497
-1,093
778
$517K 0.01%
5,557
-3,176
779
$516K 0.01%
16,232
-377
780
$514K 0.01%
2,881
-15
781
$514K 0.01%
+6,570
782
$514K 0.01%
10,432
783
$513K 0.01%
+5,433
784
$513K 0.01%
4,975
-270
785
$513K 0.01%
+8,865
786
$512K 0.01%
27,310
-806
787
$512K 0.01%
5,062
-62
788
$505K 0.01%
+18,373
789
$504K 0.01%
19,358
-3,681
790
$504K 0.01%
15,958
-14,737
791
$502K 0.01%
1,231
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792
$500K 0.01%
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-56
793
$496K 0.01%
31,142
+193
794
$496K 0.01%
1,282
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795
$495K 0.01%
4,752
+1,171
796
$491K 0.01%
16,239
+6,653
797
$486K 0.01%
16,552
-2,839
798
$484K 0.01%
28,971
+1,700
799
$484K 0.01%
+8,741
800
$482K 0.01%
5,560
+20
30 31
32
33 34