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
926
$383K 0.01%
+2,770
927
$383K 0.01%
2,188
+340
928
$382K 0.01%
9,430
-3,982
929
$380K 0.01%
+7,611
930
$380K 0.01%
11,968
-8,483
931
$380K 0.01%
62,331
+6,179
932
$378K 0.01%
+9,305
933
$376K 0.01%
14,080
-1,541
934
$373K 0.01%
3,385
-1,087
935
$371K 0.01%
4,462
-2,388
936
$371K 0.01%
2,413
-1,923
937
$369K 0.01%
4,841
+386
938
$369K 0.01%
11,079
+3,080
939
$368K 0.01%
3,015
-57
940
$368K 0.01%
4,966
+425
941
$368K 0.01%
+3,963
942
$362K 0.01%
15,955
-604
943
$361K 0.01%
22,683
+6,491
944
$360K 0.01%
+3,118
945
$360K 0.01%
1,077
-2,296
946
$359K 0.01%
+56,950
947
$359K 0.01%
37,128
+5,338
948
$358K 0.01%
+41,316
949
$355K 0.01%
44,153
-4,699
950
$354K 0.01%
63,225
-15,254
36 37
38
39 40