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
1076
$282K 0.01%
1,224
-51
1077
$282K 0.01%
+4,915
1078
$279K 0.01%
+3,411
1079
$279K 0.01%
1,066
+14
1080
$279K 0.01%
22,756
+910
1081
$278K 0.01%
32,464
+2,226
1082
$278K 0.01%
3,443
-218
1083
$278K 0.01%
+9,201
1084
$277K 0.01%
+1,530
1085
$277K 0.01%
22,916
+2,024
1086
$276K 0.01%
8,145
-360
1087
$275K 0.01%
14,175
-10,228
1088
$275K 0.01%
5,340
+443
1089
$274K 0.01%
5,140
-188
1090
$274K 0.01%
3,007
-416
1091
$272K 0.01%
16,645
+3,715
1092
$271K 0.01%
+2,622
1093
$270K 0.01%
8,750
-231
1094
$270K 0.01%
6,639
-1,414
1095
$270K 0.01%
+7,613
1096
$270K 0.01%
10,454
+4,186
1097
$269K 0.01%
20,276
-437
1098
$267K 0.01%
9,444
-419
1099
$266K 0.01%
881
+5
1100
$266K 0.01%
2,524
-358
42 43
44
45 46