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
851
$434K 0.01%
2,897
-2,189
852
$434K 0.01%
3,448
+38
853
$429K 0.01%
9,412
+1,365
854
$429K 0.01%
19,256
+1,800
855
$427K 0.01%
37,930
-1,026
856
$426K 0.01%
22,079
-1,662
857
$423K 0.01%
22,639
-3,580
858
$422K 0.01%
13,780
-261
859
$421K 0.01%
32,093
-121
860
$420K 0.01%
6,440
-29
861
$419K 0.01%
21,596
-2,198
862
$415K 0.01%
4,861
-880
863
$413K 0.01%
+3,912
864
$413K 0.01%
5,026
+403
865
$413K 0.01%
27,075
-1,942
866
$411K 0.01%
+11,316
867
$410K 0.01%
6,868
-87
868
$410K 0.01%
8,798
-52
869
$410K 0.01%
3,366
-275
870
$410K 0.01%
5,932
+624
871
$409K 0.01%
+2,913
872
$407K 0.01%
51,425
+11,566
873
$407K 0.01%
16,750
874
$405K 0.01%
6,603
+846
875
$405K 0.01%
+2,425
33 34
35
36 37