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
901
$386K 0.01%
+37,271
902
$386K 0.01%
37,431
-266
903
$385K 0.01%
19,841
+3,153
904
$385K 0.01%
2,819
-157
905
$385K 0.01%
4,407
-537
906
$385K 0.01%
14,173
-2,187
907
$385K 0.01%
2,719
-561
908
$385K 0.01%
22,384
+3,491
909
$384K 0.01%
11,741
+2,228
910
$384K 0.01%
59,250
-1,200
911
$383K 0.01%
+1,644
912
$382K 0.01%
26,626
-82
913
$382K 0.01%
73,161
-23,982
914
$379K 0.01%
12,940
+581
915
$378K 0.01%
12,219
-3,494
916
$378K 0.01%
4,806
-239
917
$378K 0.01%
63,000
918
$378K 0.01%
32,852
+5,707
919
$377K 0.01%
2,799
-1,254
920
$377K 0.01%
4,928
+224
921
$377K 0.01%
+205,000
922
$377K 0.01%
34,042
-160
923
$375K 0.01%
23,155
+3,106
924
$374K 0.01%
18,057
-149
925
$373K 0.01%
+2,253
35 36
37
38 39