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BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
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
+$7.77M
2
+$6.77M
3
+$6.26M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.58M
5
IYW icon
iShares US Technology ETF
IYW
+$4.32M

Top Sells

1
+$9.29M
2
+$9.04M
3
+$6.62M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.42M

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
1501
– –
-1,670
1502
– –
-44,300
1503
– –
-5,033
1504
– –
-20,902
1505
– –
-11,522
1506
– –
-2,542
1507
– –
-15,645
1508
– –
-12,897
1509
– –
-124,771
1510
– –
-6,171
1511
– –
-6,454
1512
– –
-1,061
1513
– –
-5,625
1514
– –
-13,261
1515
– –
-8,224
1516
– –
-16,270
1517
– –
-40,820
1518
– –
-10,760
1519
– –
-37,927
1520
– –
-577
1521
– –
-16,820
1522
– –
-32,855
1523
– –
-3,582
1524
– –
-76,378
1525
– –
-1,823
59 60
61
62 63