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
926
$373K 0.01%
4,483
-125
927
$373K 0.01%
593
+23
928
$372K 0.01%
18,735
-2,401
929
$370K 0.01%
73,552
-2,751
930
$370K 0.01%
16,888
+4,461
931
$369K 0.01%
96,285
+40,500
932
$368K 0.01%
19,446
-133
933
$368K 0.01%
5,722
+292
934
$368K 0.01%
+14,709
935
$367K 0.01%
13,145
-606
936
$367K 0.01%
8,071
+688
937
$367K 0.01%
3,081
-1,325
938
$367K 0.01%
8,051
+253
939
$365K 0.01%
32,690
+19,149
940
$365K 0.01%
4,329
-544
941
$364K 0.01%
2,627
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942
$364K 0.01%
24,384
-573
943
$363K 0.01%
+20,795
944
$363K 0.01%
3,066
+326
945
$362K 0.01%
778
-180
946
$361K 0.01%
4,802
+965
947
$360K 0.01%
61,554
+28,433
948
$359K 0.01%
2,366
+356
949
$359K 0.01%
5,962
-32,028
950
$357K 0.01%
7,830
+1,256
36 37
38
39 40