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
1151
$245K 0.01%
10,030
-1,125
1152
$245K 0.01%
5,779
+535
1153
$244K 0.01%
+6,765
1154
$243K 0.01%
2,342
-189
1155
$243K 0.01%
135,500
+41,245
1156
$243K 0.01%
4,129
-426
1157
$242K 0.01%
+12,782
1158
$242K 0.01%
8,607
-25,126
1159
$240K 0.01%
166
-55
1160
$240K 0.01%
28,395
-92
1161
$240K 0.01%
+3,345
1162
$238K 0.01%
31,223
-2,252
1163
$237K 0.01%
+2,509
1164
$237K 0.01%
2,759
+44
1165
$236K 0.01%
+1,314
1166
$236K 0.01%
+16,943
1167
$235K 0.01%
+1,733
1168
$235K 0.01%
20,631
-10,151
1169
$234K 0.01%
16,723
-860
1170
$234K 0.01%
14,610
+1,001
1171
$232K 0.01%
6,563
-1,957
1172
$231K 0.01%
18,205
1173
$230K 0.01%
+5,666
1174
$230K 0.01%
12,479
-814
1175
$228K 0.01%
1,188
-218
45 46
47
48 49