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
801
$480K 0.01%
8,550
-2,447
802
$477K 0.01%
48,974
-122
803
$477K 0.01%
7,589
-400
804
$476K 0.01%
+25,569
805
$476K 0.01%
10,215
-13,179
806
$475K 0.01%
4,619
+968
807
$475K 0.01%
4,243
+138
808
$473K 0.01%
42,463
+6,531
809
$472K 0.01%
+23,769
810
$470K 0.01%
15,738
-2,459
811
$470K 0.01%
2,056
+295
812
$469K 0.01%
3,890
+612
813
$469K 0.01%
+1
814
$469K 0.01%
2,803
+479
815
$468K 0.01%
4,515
-1,360
816
$468K 0.01%
9,231
+1,203
817
$466K 0.01%
5,061
-197
818
$465K 0.01%
3,206
-203
819
$465K 0.01%
9,402
-543
820
$465K 0.01%
1,455
+242
821
$464K 0.01%
4,000
822
$463K 0.01%
1,929
-81
823
$463K 0.01%
59,079
+30,874
824
$463K 0.01%
21,322
+5,711
825
$457K 0.01%
21,988
+325
31 32
33
34 35