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
1276
$151K ﹤0.01%
13,109
+1,047
1277
$150K ﹤0.01%
+10,072
1278
$149K ﹤0.01%
5,712
+187
1279
$149K ﹤0.01%
27,940
+3,463
1280
$147K ﹤0.01%
11,368
-5,911
1281
$144K ﹤0.01%
+24,107
1282
$143K ﹤0.01%
20,500
-500
1283
$139K ﹤0.01%
15,373
-2,301
1284
$138K ﹤0.01%
+20,767
1285
$137K ﹤0.01%
13,470
-1,980
1286
$136K ﹤0.01%
+13,850
1287
$135K ﹤0.01%
+10,488
1288
$135K ﹤0.01%
+20,287
1289
$132K ﹤0.01%
14,895
-2,488
1290
$130K ﹤0.01%
29,268
-7,535
1291
$128K ﹤0.01%
+10,945
1292
$128K ﹤0.01%
17,762
-4,624
1293
$128K ﹤0.01%
10,409
1294
$126K ﹤0.01%
19,823
+266
1295
$125K ﹤0.01%
20,400
+5,000
1296
$125K ﹤0.01%
17,725
-23,650
1297
$123K ﹤0.01%
14,000
-5,100
1298
$121K ﹤0.01%
29,004
-11,872
1299
$120K ﹤0.01%
23,250
+6,117
1300
$119K ﹤0.01%
+11,000
50 51
52
53 54