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
1226
$211K 0.01%
+3,743
1227
$211K 0.01%
+2,985
1228
$211K 0.01%
1,088
-190
1229
$211K 0.01%
1,424
-132
1230
$211K 0.01%
+3,758
1231
$210K 0.01%
+11,788
1232
$210K 0.01%
3,098
-83
1233
$209K 0.01%
64,500
-4,500
1234
$209K 0.01%
5,363
-32,352
1235
$209K 0.01%
+4,482
1236
$209K 0.01%
9,489
-4,549
1237
$208K 0.01%
+40,000
1238
$208K 0.01%
19,546
+2,777
1239
$208K 0.01%
872
-84
1240
$208K 0.01%
3,344
-1,106
1241
$207K 0.01%
+9,786
1242
$207K 0.01%
+6,052
1243
$207K 0.01%
+3,666
1244
$206K 0.01%
+3,533
1245
$206K 0.01%
3,063
-3,739
1246
$206K 0.01%
+9,932
1247
$206K 0.01%
1,890
-101
1248
$206K 0.01%
+600
1249
$205K 0.01%
18,015
-2,808
1250
$205K 0.01%
4,391
+85
48 49
50
51 52