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
1301
$163K ﹤0.01%
14,941
+2,355
1302
$162K ﹤0.01%
22,350
+12,300
1303
$162K ﹤0.01%
14,156
-188
1304
$162K ﹤0.01%
848
+178
1305
$161K ﹤0.01%
22,910
-116
1306
$160K ﹤0.01%
39,226
-11,583
1307
$157K ﹤0.01%
17,729
-3,596
1308
$154K ﹤0.01%
+15,300
1309
$154K ﹤0.01%
10,681
1310
$153K ﹤0.01%
+11,905
1311
$152K ﹤0.01%
14,683
-2,747
1312
$151K ﹤0.01%
9,529
+7,383
1313
$151K ﹤0.01%
15,250
+2,700
1314
$151K ﹤0.01%
12,039
-194
1315
$150K ﹤0.01%
13,211
+1,723
1316
$149K ﹤0.01%
+14,175
1317
$149K ﹤0.01%
17,010
-102
1318
$146K ﹤0.01%
12,958
-82
1319
$146K ﹤0.01%
6,319
-320
1320
$146K ﹤0.01%
10,860
-2,236
1321
$142K ﹤0.01%
12,182
-851
1322
$142K ﹤0.01%
42,166
-81,370
1323
$140K ﹤0.01%
16,133
-4,506
1324
$140K ﹤0.01%
15,184
+4,219
1325
$138K ﹤0.01%
13,010
-2,000
51 52
53
54 55