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
901
$412K 0.01%
+6,546
902
$411K 0.01%
10,134
-3,385
903
$411K 0.01%
11,316
+643
904
$405K 0.01%
30,373
-332,097
905
$404K 0.01%
1,709
-939
906
$404K 0.01%
10,763
-4,307
907
$403K 0.01%
677
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908
$401K 0.01%
3,926
+1,793
909
$397K 0.01%
6,337
-1,269
910
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12,296
-472
911
$396K 0.01%
14,424
-1,843
912
$395K 0.01%
10,480
+1,748
913
$395K 0.01%
9,524
+1,273
914
$393K 0.01%
18,189
-4,003
915
$392K 0.01%
8,767
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916
$392K 0.01%
665
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$387K 0.01%
51,341
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918
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34,079
-1,962
919
$386K 0.01%
+14,832
920
$386K 0.01%
9,989
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921
$386K 0.01%
24,350
+400
922
$386K 0.01%
36,810
-13,597
923
$386K 0.01%
4,560
-2,157
924
$384K 0.01%
8,877
-6,655
925
$384K 0.01%
10,614
-52
35 36
37
38 39