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
826
$493K 0.01%
229,200
+180,050
827
$492K 0.01%
26,713
-8,447
828
$492K 0.01%
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829
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$491K 0.01%
9,968
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831
$489K 0.01%
1,778
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832
$489K 0.01%
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833
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834
$484K 0.01%
6,575
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835
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13,667
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836
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1,026
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18,656
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838
$479K 0.01%
8,867
-7,943
839
$478K 0.01%
3,794
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840
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13,685
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841
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842
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17,485
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33,514
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844
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845
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3,094
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846
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15,867
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847
$469K 0.01%
26,347
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848
$468K 0.01%
11,083
-9,148
849
$467K 0.01%
18,120
-19,444
850
$464K 0.01%
56,990
-7,000
32 33
34
35 36