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
1326
$73.2K ﹤0.01%
13,097
-19
1327
$72.6K ﹤0.01%
4,322
-5,933
1328
$71.7K ﹤0.01%
10,000
1329
$69.2K ﹤0.01%
+25,337
1330
$67.7K ﹤0.01%
+11,067
1331
$67.3K ﹤0.01%
20,960
+5,240
1332
$66.7K ﹤0.01%
18,484
-3,838
1333
$66.7K ﹤0.01%
13,695
-2,379
1334
$66K ﹤0.01%
95,250
-7,025
1335
$65.7K ﹤0.01%
16,024
+5,347
1336
$63.6K ﹤0.01%
21,500
+11,000
1337
$62.9K ﹤0.01%
27,012
-9,123
1338
$59.4K ﹤0.01%
11,944
1339
$58.9K ﹤0.01%
12,722
+2,303
1340
$57.5K ﹤0.01%
15,209
+3,669
1341
$55K ﹤0.01%
13,419
-11,700
1342
$51.3K ﹤0.01%
25,801
+5,730
1343
$50.8K ﹤0.01%
+11,000
1344
$50K ﹤0.01%
+10,000
1345
$48.9K ﹤0.01%
+13,500
1346
$45.9K ﹤0.01%
11,305
-4,075
1347
$44.2K ﹤0.01%
+43,360
1348
$43.8K ﹤0.01%
10,549
+549
1349
$40.6K ﹤0.01%
+11,602
1350
$39.8K ﹤0.01%
13,391
+2,485
52 53
54
55 56