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
976
$340K 0.01%
3,846
-700
977
$339K 0.01%
+1,649
978
$339K 0.01%
43,677
+10,920
979
$338K 0.01%
8,150
980
$338K 0.01%
10,426
+190
981
$338K 0.01%
17,747
+47
982
$337K 0.01%
14,152
+151
983
$335K 0.01%
28,264
-948
984
$335K 0.01%
39,821
-1,033
985
$334K 0.01%
6,530
-1,356
986
$334K 0.01%
74,850
+15,025
987
$334K 0.01%
13,282
-2,691
988
$333K 0.01%
+6,987
989
$333K 0.01%
22,060
+709
990
$333K 0.01%
16,011
+1,200
991
$333K 0.01%
11,898
-602
992
$332K 0.01%
+3,674
993
$331K 0.01%
29,821
+8,059
994
$331K 0.01%
1,530
-448
995
$330K 0.01%
1,143
+214
996
$330K 0.01%
8,736
+1,404
997
$327K 0.01%
4,920
-1,074
998
$327K 0.01%
3,791
+753
999
$327K 0.01%
+972
1000
$326K 0.01%
+18,012
38 39
40
41 42