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
1201
$221K 0.01%
+2,676
1202
$221K 0.01%
4,325
-5,726
1203
$221K 0.01%
27,471
-1,500
1204
$221K 0.01%
2,491
-1,129
1205
$221K 0.01%
44,204
-1,294
1206
$220K 0.01%
32,264
-8,290
1207
$218K 0.01%
+8,814
1208
$218K 0.01%
6,315
-741
1209
$218K 0.01%
+3,627
1210
$218K 0.01%
+3,018
1211
$217K 0.01%
+2,332
1212
$216K 0.01%
1,503
-221
1213
$216K 0.01%
14,739
+568
1214
$216K 0.01%
7,045
-1,605
1215
$215K 0.01%
104,000
+92,000
1216
$215K 0.01%
9,093
-96
1217
$215K 0.01%
+7,549
1218
$215K 0.01%
5,466
1219
$214K 0.01%
+8,041
1220
$214K 0.01%
+5,394
1221
$213K 0.01%
+2,326
1222
$213K 0.01%
+2,600
1223
$212K 0.01%
12,000
1224
$212K 0.01%
+7,246
1225
$212K 0.01%
7,499
-672
47 48
49
50 51