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
1251
$205K 0.01%
27,287
+5,537
1252
$205K 0.01%
22,877
-7,596
1253
$205K 0.01%
19,311
-2,760
1254
$204K 0.01%
+4,000
1255
$204K 0.01%
4,152
-713
1256
$204K 0.01%
+5,392
1257
$203K 0.01%
17,756
-921
1258
$203K 0.01%
25,165
-7,297
1259
$203K 0.01%
925
+39
1260
$203K 0.01%
20,443
+194
1261
$202K 0.01%
2,402
-4,196
1262
$202K 0.01%
+6,698
1263
$202K 0.01%
17,227
-4,316
1264
$202K 0.01%
+2,490
1265
$202K 0.01%
+6,590
1266
$202K 0.01%
1,128
-444
1267
$202K 0.01%
3,046
1268
$201K 0.01%
+5,625
1269
$201K 0.01%
+3,599
1270
$201K 0.01%
3,412
-547
1271
$201K 0.01%
8,003
+293
1272
$201K 0.01%
13,076
+21
1273
$200K 0.01%
+8,163
1274
$200K 0.01%
16,131
+14
1275
$198K 0.01%
35,122
+655
49 50
51
52 53