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
1351
$37.7K ﹤0.01%
3,230
-8,200
1352
$34.7K ﹤0.01%
20,888
-3,167
1353
$34.1K ﹤0.01%
13,161
+1,557
1354
$31.4K ﹤0.01%
+10,350
1355
$31.3K ﹤0.01%
+52,100
1356
$29.2K ﹤0.01%
+10,000
1357
$28.6K ﹤0.01%
22,500
+10,300
1358
$22.9K ﹤0.01%
10,430
-3,700
1359
$21.5K ﹤0.01%
17,326
-3,298
1360
$19.2K ﹤0.01%
1,433
-1,462
1361
$17.8K ﹤0.01%
+12,300
1362
$17.7K ﹤0.01%
+15,155
1363
$17.7K ﹤0.01%
29,600
-14,000
1364
$16.8K ﹤0.01%
1,730
+400
1365
$16.7K ﹤0.01%
12,200
1366
$16.1K ﹤0.01%
11,500
1367
$15.9K ﹤0.01%
1,711
+165
1368
$14.8K ﹤0.01%
11,000
-300
1369
$13.8K ﹤0.01%
12,000
1370
$12.6K ﹤0.01%
1,175
+479
1371
$9.31K ﹤0.01%
146
-25
1372
$7.77K ﹤0.01%
406
+57
1373
$3.58K ﹤0.01%
87
+14
1374
$1.42K ﹤0.01%
+20,000
1375
– –
-71,001
53 54
55
56 57