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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
1526
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1527
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1528
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1529
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1530
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1533
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1534
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1537
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-4,919
1538
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1539
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1540
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1541
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1542
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1543
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1544
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1545
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1546
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1549
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1550
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-7,920
60 61
62
63 64