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
826
$91K 0.01%
13,158
-109
827
$87K 0.01%
18,586
828
$86K 0.01%
15,076
-3,834
829
$79K 0.01%
10,567
-15,746
830
$73K ﹤0.01%
10,250
831
$73K ﹤0.01%
+10,170
832
$72K ﹤0.01%
14,485
-2,072
833
$70K ﹤0.01%
16,861
-410
834
$69K ﹤0.01%
10,021
-1,002
835
$68K ﹤0.01%
11,000
-2,160
836
$64K ﹤0.01%
18,146
-2,015
837
$63K ﹤0.01%
16,617
-5,463
838
$61K ﹤0.01%
10,042
-1,160
839
$59K ﹤0.01%
+4,976
840
$56K ﹤0.01%
26,650
-4,080
841
$53K ﹤0.01%
187
-11
842
$48K ﹤0.01%
23,721
843
$47K ﹤0.01%
+13,500
844
$47K ﹤0.01%
13,027
+46
845
$44K ﹤0.01%
17,013
846
$42K ﹤0.01%
3,240
847
$41K ﹤0.01%
22,030
-98
848
– –
0
849
$32K ﹤0.01%
13,300
-400
850
$31K ﹤0.01%
103,000
32 33
34
35 36