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
951
$352K 0.01%
236,396
+111,022
952
$351K 0.01%
3,418
-1,315
953
$349K 0.01%
14,267
-1,800
954
$349K 0.01%
8,193
-7,056
955
$348K 0.01%
65,124
-1,850
956
$348K 0.01%
2,914
-2,649
957
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-336
958
$344K 0.01%
12,913
+2,213
959
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960
$344K 0.01%
4,462
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961
$342K 0.01%
2,658
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962
$342K 0.01%
3,623
-1,300
963
$342K 0.01%
3,444
-1,453
964
$342K 0.01%
9,579
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$341K 0.01%
6,945
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3,185
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967
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2,021
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$340K 0.01%
1,067
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969
$339K 0.01%
84,375
-7,890
970
$339K 0.01%
+10,691
971
$339K 0.01%
4,983
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972
$339K 0.01%
7,350
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973
$339K 0.01%
+10,025
974
$338K 0.01%
16,649
+408
975
$337K 0.01%
15,064
-2,527
37 38
39
40 41