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
1426
$33.1K ﹤0.01%
17,250
1427
$32.9K ﹤0.01%
3,558
-417
1428
$32.3K ﹤0.01%
1,922
-552
1429
$32.2K ﹤0.01%
11,450
-3,585
1430
$31.9K ﹤0.01%
+10,250
1431
$28.8K ﹤0.01%
4,777
-899
1432
$27K ﹤0.01%
1,559
+400
1433
$25.8K ﹤0.01%
163,100
+35,500
1434
$25.6K ﹤0.01%
+10,400
1435
$24.8K ﹤0.01%
36,500
+400
1436
$24.8K ﹤0.01%
+12,387
1437
$24.6K ﹤0.01%
120,229
+3,716
1438
– –
0
1439
$23.4K ﹤0.01%
327
-11
1440
$23K ﹤0.01%
20,000
1441
$21.7K ﹤0.01%
655
-144
1442
$21.4K ﹤0.01%
12,000
1443
$21K ﹤0.01%
7,964
-1,885
1444
$19.8K ﹤0.01%
+10,000
1445
$18.7K ﹤0.01%
16,688
-9,825
1446
$17.2K ﹤0.01%
3,600
-1,751
1447
$17.2K ﹤0.01%
864
-98
1448
$16.9K ﹤0.01%
1,300
-1,300
1449
$16.8K ﹤0.01%
11,000
1450
$16.8K ﹤0.01%
96,555
+13,155
56 57
58
59 60