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
1126
$255K 0.01%
4,013
-22
1127
$255K 0.01%
11,466
-2,568
1128
$253K 0.01%
18,375
-24,122
1129
$253K 0.01%
4,072
-19,757
1130
$253K 0.01%
2,399
+124
1131
$253K 0.01%
27,210
+9,438
1132
$252K 0.01%
3,968
-205
1133
$252K 0.01%
19,803
-556
1134
$252K 0.01%
4,639
+168
1135
$251K 0.01%
8,832
-2,189
1136
$250K 0.01%
10,886
1137
$250K 0.01%
+5,858
1138
$250K 0.01%
+1,004
1139
$249K 0.01%
7,580
-1,038
1140
$249K 0.01%
+3,088
1141
$248K 0.01%
+3,775
1142
$248K 0.01%
26,391
+2,087
1143
$247K 0.01%
1,256
+20
1144
$247K 0.01%
+2,669
1145
$247K 0.01%
1,201
-835
1146
$246K 0.01%
38,500
+15,999
1147
$246K 0.01%
17,833
-899
1148
$246K 0.01%
+3,495
1149
$245K 0.01%
+1,569
1150
$245K 0.01%
9,957
-1,037
44 45
46
47 48