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
1326
$137K ﹤0.01%
18,793
+6,406
1327
$136K ﹤0.01%
24,991
-5,933
1328
$136K ﹤0.01%
17,382
+1,269
1329
$134K ﹤0.01%
22,315
1330
$134K ﹤0.01%
18,819
-750
1331
$132K ﹤0.01%
+10,597
1332
$130K ﹤0.01%
19,223
-14,366
1333
$129K ﹤0.01%
25,179
-901
1334
$126K ﹤0.01%
12,011
-1,014
1335
$123K ﹤0.01%
14,950
-1,835
1336
$123K ﹤0.01%
21,695
-2,278
1337
$121K ﹤0.01%
+16,336
1338
$121K ﹤0.01%
18,739
-11,012
1339
$119K ﹤0.01%
24,926
+5,551
1340
$118K ﹤0.01%
+1,747
1341
$117K ﹤0.01%
19,100
-4,000
1342
$114K ﹤0.01%
74,300
-1,000
1343
$113K ﹤0.01%
+66
1344
$112K ﹤0.01%
11,176
-10,233
1345
$112K ﹤0.01%
10,700
1346
$112K ﹤0.01%
10,500
-153
1347
$112K ﹤0.01%
12,307
-2,341
1348
$110K ﹤0.01%
11,418
-484
1349
$109K ﹤0.01%
10,665
-984
1350
$108K ﹤0.01%
10,987
52 53
54
55 56