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
1376
$81.5K ﹤0.01%
10,269
-325
1377
$81.4K ﹤0.01%
13,230
+15
1378
$80.8K ﹤0.01%
260,742
+184,742
1379
$80.3K ﹤0.01%
1,375
-5,456
1380
$80K ﹤0.01%
+10,324
1381
$79.9K ﹤0.01%
11,876
-246
1382
$78.6K ﹤0.01%
14,080
1383
$77.9K ﹤0.01%
11,630
-362
1384
$76.9K ﹤0.01%
1,617
-90
1385
$76.7K ﹤0.01%
259
-10
1386
$75.4K ﹤0.01%
47,398
-838
1387
$75K ﹤0.01%
+14,918
1388
$74.6K ﹤0.01%
13,586
-600
1389
$73.8K ﹤0.01%
12,797
1390
$72.6K ﹤0.01%
+10,891
1391
$72.5K ﹤0.01%
15,500
1392
$66.9K ﹤0.01%
12,600
1393
$66.6K ﹤0.01%
19,406
+6,957
1394
$64.6K ﹤0.01%
15,200
-1,000
1395
$64.1K ﹤0.01%
+44,500
1396
$63.1K ﹤0.01%
11,014
-1
1397
$62.9K ﹤0.01%
21,327
+600
1398
$62.5K ﹤0.01%
10,771
-393
1399
$62.1K ﹤0.01%
14,923
+1,499
1400
$59K ﹤0.01%
+12,000
54 55
56
57 58