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
1026
$316K 0.01%
3,392
-286
1027
$315K 0.01%
57,573
+10,951
1028
$315K 0.01%
12,236
-22,096
1029
$315K 0.01%
15,118
-1
1030
$315K 0.01%
+7,957
1031
$314K 0.01%
3,630
+165
1032
$314K 0.01%
5,760
-570
1033
$312K 0.01%
15,535
-9,720
1034
$312K 0.01%
3,346
+172
1035
$311K 0.01%
30,347
-21,725
1036
$311K 0.01%
+4,753
1037
$310K 0.01%
6,000
-8,375
1038
$308K 0.01%
+2,463
1039
$306K 0.01%
32,153
-13,543
1040
$306K 0.01%
13,127
-1,000
1041
$305K 0.01%
3,887
-1,624
1042
$305K 0.01%
+4,942
1043
$304K 0.01%
17,919
+1,501
1044
$302K 0.01%
6,695
-327
1045
$302K 0.01%
9,319
+209
1046
$302K 0.01%
4,418
+1,529
1047
$301K 0.01%
13,284
-729
1048
$300K 0.01%
4,742
+7
1049
$298K 0.01%
+27,503
1050
$298K 0.01%
9,105
+1,241
40 41
42
43 44