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
876
$435K 0.01%
5,750
-3,135
877
$434K 0.01%
3,279
-567
878
$434K 0.01%
+16,650
879
$434K 0.01%
11,439
+2,552
880
$433K 0.01%
5,748
-3,207
881
$432K 0.01%
+3,769
882
$431K 0.01%
7,551
+2,575
883
$431K 0.01%
+14,670
884
$431K 0.01%
+1,373
885
$430K 0.01%
8,684
-1,902
886
$430K 0.01%
4,769
-856
887
$429K 0.01%
37,472
+2,197
888
$427K 0.01%
+12,334
889
$425K 0.01%
34,180
+13,395
890
$423K 0.01%
10,119
-3,760
891
$422K 0.01%
75,572
+1,332
892
$421K 0.01%
22,505
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893
$419K 0.01%
1,875
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894
$418K 0.01%
53,282
-8,514
895
$416K 0.01%
7,444
-8,660
896
$416K 0.01%
118,100
+41,300
897
$415K 0.01%
+14,700
898
$415K 0.01%
+4,342
899
$414K 0.01%
10,583
-1,020
900
$412K 0.01%
+1,069
34 35
36
37 38