BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
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 Total USD Bond Market 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 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.76M 0.19%
47,890
+4,776
127
$6.74M 0.19%
67,926
-194
128
$6.69M 0.19%
172,930
-25,176
129
$6.65M 0.19%
56,875
-1,283
130
$6.55M 0.18%
19,468
-1,179
131
$6.51M 0.18%
59,212
-728
132
$6.49M 0.18%
96,196
-7,006
133
$6.48M 0.18%
86,426
-307
134
$6.47M 0.18%
38,013
+4,088
135
$6.47M 0.18%
58,827
-1,494
136
$6.42M 0.18%
93,918
+3,994
137
$6.37M 0.18%
46,954
+329
138
$6.25M 0.18%
53,704
+10,967
139
$6.22M 0.17%
128,515
+23,675
140
$6.21M 0.17%
63,230
+19,315
141
$6.15M 0.17%
11,265
+281
142
$6.03M 0.17%
35,326
-3,376
143
$6.02M 0.17%
38,372
-1,402
144
$5.95M 0.17%
60,101
-27,307
145
$5.89M 0.17%
63,444
+5,335
146
$5.87M 0.16%
78,792
+56,496
147
$5.77M 0.16%
24,080
-238
148
$5.75M 0.16%
98,283
+4,130
149
$5.74M 0.16%
93,149
-2,294
150
$5.74M 0.16%
33,026
+1,852
4 5
6
7 8