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
876
$404K 0.01%
14,123
+820
877
$404K 0.01%
79,388
+2,977
878
$404K 0.01%
8,077
+520
879
$403K 0.01%
3,123
+514
880
$403K 0.01%
35,300
-2,653
881
$403K 0.01%
+7,988
882
$403K 0.01%
6,455
+1,965
883
$402K 0.01%
6,877
+430
884
$402K 0.01%
5,613
+825
885
$401K 0.01%
11,583
+232
886
$400K 0.01%
32,532
+4,498
887
$400K 0.01%
27,631
+10,457
888
$397K 0.01%
12,100
+740
889
$395K 0.01%
25,950
+1,033
890
$395K 0.01%
41,280
+7,619
891
$394K 0.01%
5,992
+1,045
892
$393K 0.01%
9,058
-102
893
$393K 0.01%
5,722
-1,012
894
$393K 0.01%
29,019
+16,892
895
$391K 0.01%
+63,000
896
$390K 0.01%
10,100
+3,600
897
$388K 0.01%
11,178
-2,556
898
$387K 0.01%
+10,528
899
$387K 0.01%
64,000
+3,500
900
$386K 0.01%
6,766
+1,381
34 35
36
37 38