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
$3.93B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$17M
3
+$14.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.3M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$11.5M

Top Sells

1
+$48.3M
2
+$43.3M
3
+$28.3M
4
VTV icon
Vanguard Value ETF
VTV
+$25.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.4M

Sector Composition

1 Technology 19.48%
2 Healthcare 5.93%
3 Consumer Discretionary 5.66%
4 Financials 5.57%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$223K 0.01%
2,046
-1,227
1177
$222K 0.01%
+26,493
1178
$222K 0.01%
3,972
-842
1179
$222K 0.01%
+8,114
1180
$221K 0.01%
4,649
-1,095
1181
$221K 0.01%
2,529
+1,342
1182
$220K 0.01%
+5,230
1183
$220K 0.01%
3,133
-2,388
1184
$219K 0.01%
7,700
-5,772
1185
$219K 0.01%
5,736
-3,672
1186
$218K 0.01%
3,826
-1,294
1187
$218K 0.01%
+6,890
1188
$218K 0.01%
3,904
-820
1189
$218K 0.01%
+5,373
1190
$218K 0.01%
6,429
-9,739
1191
$217K 0.01%
19,573
-20,922
1192
$217K 0.01%
+504
1193
$216K 0.01%
20,364
-30,294
1194
$216K 0.01%
+3,433
1195
$216K 0.01%
34,696
-10,616
1196
$216K 0.01%
2,763
-1,051
1197
$215K 0.01%
+17,580
1198
$215K 0.01%
+3,134
1199
$215K 0.01%
+2,876
1200
$215K 0.01%
19,698
-7,697
46 47
48
49 50