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
1301
$118K ﹤0.01%
14,725
-4,304
1302
$116K ﹤0.01%
14,871
+2,534
1303
$116K ﹤0.01%
38,051
-12,115
1304
$115K ﹤0.01%
56,062
+19,496
1305
$113K ﹤0.01%
14,911
+1,526
1306
$113K ﹤0.01%
+28,575
1307
$109K ﹤0.01%
13,419
-13,400
1308
$108K ﹤0.01%
18,268
+1,328
1309
$107K ﹤0.01%
+13,296
1310
$105K ﹤0.01%
+17,000
1311
$102K ﹤0.01%
12,324
-3,774
1312
$97.9K ﹤0.01%
18,191
1313
$96.2K ﹤0.01%
13,006
-1,544
1314
$92.9K ﹤0.01%
24,313
+957
1315
$89K ﹤0.01%
12,147
-21,864
1316
$86.5K ﹤0.01%
10,200
-2,770
1317
$85.6K ﹤0.01%
67,400
-208,365
1318
$84.6K ﹤0.01%
10,216
-1,053
1319
$84.2K ﹤0.01%
+14,746
1320
$83.6K ﹤0.01%
13,339
+56
1321
$81.3K ﹤0.01%
23,350
+1,500
1322
$80.3K ﹤0.01%
13,000
1323
$80.3K ﹤0.01%
11,155
-11,755
1324
$79.9K ﹤0.01%
26,905
+3,337
1325
$73.7K ﹤0.01%
14,614
-5,574
51 52
53
54 55