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
1351
$108K ﹤0.01%
18,000
-5,525
1352
$107K ﹤0.01%
15,000
1353
$107K ﹤0.01%
5,208
+35
1354
$106K ﹤0.01%
+10,000
1355
$105K ﹤0.01%
+10,294
1356
$104K ﹤0.01%
22,816
+5,000
1357
$102K ﹤0.01%
+10,300
1358
$100K ﹤0.01%
20,520
1359
$98.5K ﹤0.01%
21,944
-676
1360
$98K ﹤0.01%
11,497
+189
1361
$97.9K ﹤0.01%
19,150
+3,500
1362
$97.7K ﹤0.01%
15,657
1363
$97.1K ﹤0.01%
18,191
1364
$95.9K ﹤0.01%
54,516
-3,800
1365
$94.1K ﹤0.01%
15,400
-76
1366
$94K ﹤0.01%
20,269
-22,815
1367
$93.4K ﹤0.01%
10,500
1368
$92.9K ﹤0.01%
23,599
+1,041
1369
$88.1K ﹤0.01%
32,764
+3,615
1370
$87.2K ﹤0.01%
13,629
+3,490
1371
$86.6K ﹤0.01%
29,266
-1,604
1372
$85K ﹤0.01%
18,515
-3,178
1373
$84.7K ﹤0.01%
12,029
-149
1374
$84.2K ﹤0.01%
58,043
-12,657
1375
$82.3K ﹤0.01%
12,795
-373
53 54
55
56 57