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
1401
$58.1K ﹤0.01%
11,000
-8,000
1402
$56.6K ﹤0.01%
+15,100
1403
$56.5K ﹤0.01%
12,895
-4,737
1404
$56.4K ﹤0.01%
32,428
+15,987
1405
$56.1K ﹤0.01%
30,000
-16,200
1406
$53.9K ﹤0.01%
10,282
1407
$50.6K ﹤0.01%
35,600
-9,200
1408
$50K ﹤0.01%
13,685
+1,094
1409
$49.7K ﹤0.01%
12,975
1410
$49.5K ﹤0.01%
14,488
+754
1411
$48.7K ﹤0.01%
13,600
-8,000
1412
$47K ﹤0.01%
15,720
1413
$45.8K ﹤0.01%
19,932
-900
1414
$45.4K ﹤0.01%
11,850
1415
$45.4K ﹤0.01%
+20,000
1416
$42.8K ﹤0.01%
171
-8
1417
$41.5K ﹤0.01%
+10,509
1418
$40.9K ﹤0.01%
+12,072
1419
$38.6K ﹤0.01%
42,900
-69,400
1420
$35.8K ﹤0.01%
2,526
-133
1421
$35.4K ﹤0.01%
425
-220
1422
$34.8K ﹤0.01%
417
+25
1423
$34.8K ﹤0.01%
2,798
-538
1424
$34.8K ﹤0.01%
15,380
1425
$34.7K ﹤0.01%
11,339
-20
55 56
57
58 59