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
1101
$265K 0.01%
+1,875
1102
$265K 0.01%
3,539
-647
1103
$265K 0.01%
2,488
-33
1104
$263K 0.01%
+13,186
1105
$263K 0.01%
32,814
-1,206
1106
$262K 0.01%
+5,421
1107
$262K 0.01%
7,759
+33
1108
$262K 0.01%
5,386
+730
1109
$261K 0.01%
+17,573
1110
$260K 0.01%
3,235
-9
1111
$259K 0.01%
+3,361
1112
$259K 0.01%
7,537
+1,077
1113
$259K 0.01%
4,450
1114
$259K 0.01%
6,234
+361
1115
$259K 0.01%
15,317
-8,225
1116
$258K 0.01%
911
-51
1117
$258K 0.01%
+4,906
1118
$258K 0.01%
10,364
-90
1119
$258K 0.01%
7,686
-270
1120
$258K 0.01%
24,565
-6,282
1121
$257K 0.01%
9,503
-1,755
1122
$256K 0.01%
1,854
+16
1123
$256K 0.01%
6,327
-1,195
1124
$256K 0.01%
+5,247
1125
$255K 0.01%
4,213
43 44
45
46 47