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
851
$464K 0.01%
+11,432
852
$462K 0.01%
9,240
-4,629
853
$461K 0.01%
4,620
+646
854
$458K 0.01%
5,641
-237
855
$458K 0.01%
6,870
+251
856
$458K 0.01%
11,717
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857
$457K 0.01%
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858
$456K 0.01%
3,370
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859
$456K 0.01%
8,529
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860
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861
$454K 0.01%
1,448
-543
862
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303
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863
$451K 0.01%
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864
$448K 0.01%
9,615
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865
$448K 0.01%
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866
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868
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4,600
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5,614
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871
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872
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3,391
-1,890
873
$438K 0.01%
+5,912
874
$438K 0.01%
8,750
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875
$437K 0.01%
34,852
-2,666
33 34
35
36 37