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
801
$518K 0.01%
2,617
-2,160
802
$515K 0.01%
+81,550
803
$515K 0.01%
+9,812
804
$514K 0.01%
+12,070
805
$513K 0.01%
1,556
+995
806
$512K 0.01%
1,244
-21
807
$512K 0.01%
16,704
-5,744
808
$509K 0.01%
48,007
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809
$508K 0.01%
48,914
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810
$505K 0.01%
17,539
-8,713
811
$504K 0.01%
5,381
+514
812
$504K 0.01%
7,467
-55,105
813
$503K 0.01%
34,121
+22,930
814
$503K 0.01%
+12,498
815
$501K 0.01%
5,614
-1,550
816
$501K 0.01%
19,629
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817
$501K 0.01%
3,897
-992
818
$498K 0.01%
25,282
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819
$498K 0.01%
6,151
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820
$498K 0.01%
38,989
-11,840
821
$497K 0.01%
12,369
-2,460
822
$496K 0.01%
27,278
+1,838
823
$495K 0.01%
69,349
+489
824
$494K 0.01%
+12,170
825
$494K 0.01%
6,651
-6,482
31 32
33
34 35