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
1451
$15.4K ﹤0.01%
+1,000
1452
$14.6K ﹤0.01%
309,604
-109,430
1453
$14.1K ﹤0.01%
+582
1454
$13.9K ﹤0.01%
12,100
+500
1455
$13.7K ﹤0.01%
124,890
+63,734
1456
$13.7K ﹤0.01%
+1,480
1457
$12.7K ﹤0.01%
254,200
+33,863
1458
$12K ﹤0.01%
+101
1459
$11.1K ﹤0.01%
+1,750
1460
$10.8K ﹤0.01%
12,195
1461
$9.93K ﹤0.01%
1,527
1462
$8.7K ﹤0.01%
11,300
1463
$8.57K ﹤0.01%
481
1464
$8.35K ﹤0.01%
87,800
-88,700
1465
$7.92K ﹤0.01%
+1,667
1466
$7.5K ﹤0.01%
77
1467
$7.45K ﹤0.01%
+191,898
1468
$7.17K ﹤0.01%
203
1469
$6.91K ﹤0.01%
147,093
-1,087
1470
$6.18K ﹤0.01%
1,111
-556
1471
$6.17K ﹤0.01%
900
1472
$5.78K ﹤0.01%
22,500
1473
$5.7K ﹤0.01%
13,900
-20,243
1474
$5.6K ﹤0.01%
+10,000
1475
$4.56K ﹤0.01%
+48,000
57 58
59
60 61