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
826
$456K 0.01%
46,726
-9,626
827
$456K 0.01%
2,344
+284
828
$453K 0.01%
2,600
-269
829
$453K 0.01%
31,773
-3,017
830
$453K 0.01%
3,543
+45
831
$451K 0.01%
11,638
+198
832
$451K 0.01%
15,691
+4,855
833
$450K 0.01%
+8,762
834
$449K 0.01%
5,476
+118
835
$449K 0.01%
2,651
-58
836
$449K 0.01%
2,858
+40
837
$449K 0.01%
118,066
-7,223
838
$448K 0.01%
40,031
-3,966
839
$446K 0.01%
16,459
+2,154
840
$445K 0.01%
8,994
-3,852
841
$445K 0.01%
40,165
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842
$443K 0.01%
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843
$442K 0.01%
2,960
-96
844
$442K 0.01%
10,761
-146
845
$440K 0.01%
+2,072
846
$440K 0.01%
19,884
-400
847
$439K 0.01%
4,908
-25
848
$437K 0.01%
+40,955
849
$436K 0.01%
67,025
+20,700
850
$435K 0.01%
68,720
-4,245
32 33
34
35 36