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
1251
$188K ﹤0.01%
34,388
+3,028
1252
$187K ﹤0.01%
16,724
+388
1253
$186K ﹤0.01%
14,250
-5,784
1254
$183K ﹤0.01%
13,950
-1,887
1255
$183K ﹤0.01%
58,874
-5,226
1256
$181K ﹤0.01%
17,411
+1,356
1257
$179K ﹤0.01%
+10,163
1258
$178K ﹤0.01%
11,500
+1,146
1259
$177K ﹤0.01%
14,992
-7,244
1260
$175K ﹤0.01%
11,131
-5,248
1261
$175K ﹤0.01%
17,079
-5,150
1262
$174K ﹤0.01%
+24,000
1263
$173K ﹤0.01%
+20,000
1264
$172K ﹤0.01%
10,285
-2,610
1265
$166K ﹤0.01%
131,824
+67,429
1266
$166K ﹤0.01%
20,101
-9,223
1267
$163K ﹤0.01%
+10,559
1268
$162K ﹤0.01%
15,774
-408
1269
$156K ﹤0.01%
23,046
+4,317
1270
$154K ﹤0.01%
21,898
-17,446
1271
$154K ﹤0.01%
13,771
-5,051
1272
$153K ﹤0.01%
+14,085
1273
$153K ﹤0.01%
15,375
+25
1274
$152K ﹤0.01%
12,968
-2,694
1275
$151K ﹤0.01%
9,421
-4,660
49 50
51
52 53