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
951
$356K 0.01%
28,766
+13,964
952
$355K 0.01%
3,993
+1,014
953
$355K 0.01%
6,242
+218
954
$354K 0.01%
26,677
-4,864
955
$353K 0.01%
17,577
-4,014
956
$353K 0.01%
24,141
+3,516
957
$353K 0.01%
69,588
+18,062
958
$350K 0.01%
96,087
-1,000
959
$350K 0.01%
15,085
-589
960
$349K 0.01%
11,258
-535
961
$348K 0.01%
8,999
-10
962
$348K 0.01%
1,595
+221
963
$347K 0.01%
1,051
-14
964
$346K 0.01%
21,162
-5,736
965
$345K 0.01%
5,055
-59
966
$345K 0.01%
+16,970
967
$344K 0.01%
+7,755
968
$343K 0.01%
4,774
-77
969
$343K 0.01%
1,363
-189
970
$343K 0.01%
3,553
-9
971
$342K 0.01%
+3,277
972
$342K 0.01%
14,005
+325
973
$342K 0.01%
4,872
+88
974
$341K 0.01%
13,444
+59
975
$341K 0.01%
+5,619
37 38
39
40 41