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
1526
– –
-9,085
1527
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-16,820
1528
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-10,316
1529
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-6,216
1530
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1531
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-3,838
1532
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-1,230
1533
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-412,400
1534
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-9,236
1535
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-4,629
1536
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-963
1537
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-47,203
1538
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-13,976
1539
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-16,200
1540
– –
-32,014
1541
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-1,670
1542
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-14,006
1543
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-11,385
1544
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-44,300
1545
– –
-5,033
1546
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-20,902
1547
– –
-11,522
1548
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-2,542
1549
– –
-15,645
1550
– –
-16,270
60 61
62
63 64