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
1051
$297K 0.01%
33,880
-1,190
1052
$297K 0.01%
5,878
-493
1053
$297K 0.01%
+1,008
1054
$295K 0.01%
32,790
+8,608
1055
$295K 0.01%
+8,261
1056
$295K 0.01%
20,465
+1,015
1057
$294K 0.01%
5,133
+245
1058
$293K 0.01%
13,155
+8
1059
$291K 0.01%
26,421
-5,680
1060
$291K 0.01%
20,120
-656
1061
$291K 0.01%
6,190
+525
1062
$290K 0.01%
24,611
+2,799
1063
$289K 0.01%
+3,128
1064
$288K 0.01%
2,638
+441
1065
$286K 0.01%
+4,733
1066
$285K 0.01%
26,104
-3,061
1067
$285K 0.01%
35,311
1068
$285K 0.01%
823
-65
1069
$285K 0.01%
11,947
+1,793
1070
$284K 0.01%
6,260
-2,332
1071
$284K 0.01%
9,511
+1,552
1072
$284K 0.01%
1,538
+216
1073
$284K 0.01%
2,798
-44
1074
$283K 0.01%
1,624
-226
1075
$283K 0.01%
4,315
-5
41 42
43
44 45