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
1176
$228K 0.01%
2,410
-98
1177
$228K 0.01%
9,247
-951
1178
$228K 0.01%
+7,622
1179
$228K 0.01%
13,934
1180
$228K 0.01%
+12,390
1181
$227K 0.01%
+3,719
1182
$227K 0.01%
+8,476
1183
$226K 0.01%
155,000
+67,200
1184
$226K 0.01%
+7,546
1185
$226K 0.01%
9,962
-1,083
1186
$226K 0.01%
+3,881
1187
$226K 0.01%
10,120
-1
1188
$226K 0.01%
+7,534
1189
$226K 0.01%
1,753
-712
1190
$225K 0.01%
5,969
-325
1191
$225K 0.01%
+1,587
1192
$225K 0.01%
3,059
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1193
$225K 0.01%
+7,200
1194
$225K 0.01%
12,239
-175
1195
$224K 0.01%
+1,605
1196
$224K 0.01%
+4,698
1197
$224K 0.01%
+7,573
1198
$223K 0.01%
2,238
-975
1199
$222K 0.01%
6,902
-25
1200
$222K 0.01%
2,881
-791
46 47
48
49 50