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
1276
$197K 0.01%
14,923
+207
1277
$194K 0.01%
+13,958
1278
$194K 0.01%
10,269
+90
1279
$194K 0.01%
10,615
-1,583
1280
$191K 0.01%
16,847
-4,043
1281
$191K 0.01%
16,364
+199
1282
$191K 0.01%
18,400
+7,984
1283
$190K 0.01%
112,849
-9,775
1284
$189K 0.01%
12,262
-1,707
1285
$189K 0.01%
1,568
-47
1286
$183K 0.01%
13,873
-861
1287
$183K 0.01%
16,429
+249
1288
$178K 0.01%
+15,378
1289
$178K 0.01%
120,040
+18,000
1290
$174K ﹤0.01%
15,000
-512
1291
$172K ﹤0.01%
+10,000
1292
$169K ﹤0.01%
33,265
+12,000
1293
$169K ﹤0.01%
11,720
+430
1294
$169K ﹤0.01%
15,472
+581
1295
$167K ﹤0.01%
42,150
-999
1296
$167K ﹤0.01%
+11,747
1297
$167K ﹤0.01%
13,935
1298
$167K ﹤0.01%
19,200
-535
1299
$166K ﹤0.01%
105,000
-162,800
1300
$164K ﹤0.01%
21,034
+6,377
50 51
52
53 54