BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
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 Total USD Bond Market 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 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.84M 0.22%
425,947
+8,944
102
$7.8M 0.22%
97,953
-6,234
103
$7.77M 0.22%
520,188
-67,920
104
$7.74M 0.22%
15,905
-98
105
$7.73M 0.22%
83,350
+67,840
106
$7.66M 0.21%
317,628
+46,948
107
$7.61M 0.21%
146,348
-6,725
108
$7.59M 0.21%
639,483
+78,588
109
$7.53M 0.21%
114,725
-13,223
110
$7.53M 0.21%
146,108
+17,672
111
$7.34M 0.21%
222,997
-42,248
112
$7.26M 0.2%
35,622
+8,598
113
$7.22M 0.2%
176,287
+35,063
114
$7.14M 0.2%
135,776
+15,416
115
$7.11M 0.2%
69,079
+3,833
116
$7.1M 0.2%
70,363
+792
117
$7.07M 0.2%
29,472
+824
118
$7.02M 0.2%
96,876
+4,149
119
$6.95M 0.19%
69,373
+6,093
120
$6.94M 0.19%
99,512
+13,382
121
$6.9M 0.19%
95,737
-34,829
122
$6.89M 0.19%
28,082
-423
123
$6.86M 0.19%
64,417
-53,395
124
$6.85M 0.19%
20,633
+1,398
125
$6.84M 0.19%
150,196
-1,428
3 4
5
6 7