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
201
$3.92M 0.11%
60,426
+160
202
$3.92M 0.11%
9,072
+394
203
$3.9M 0.11%
111,589
+753
204
$3.89M 0.11%
54,456
+1,870
205
$3.88M 0.11%
37,258
-6,394
206
$3.84M 0.11%
66,707
+2,028
207
$3.8M 0.11%
15,302
+362
208
$3.78M 0.11%
39,362
+7,702
209
$3.77M 0.11%
208,592
-105,844
210
$3.77M 0.11%
114,697
+2,291
211
$3.75M 0.11%
53,647
-12,063
212
$3.75M 0.11%
41,055
+4,168
213
$3.73M 0.1%
148,326
+29,703
214
$3.7M 0.1%
89,986
+9,710
215
$3.69M 0.1%
36,662
-798
216
$3.58M 0.1%
34,422
+2,663
217
$3.53M 0.1%
41,462
+2,155
218
$3.51M 0.1%
132,704
-196
219
$3.51M 0.1%
26,442
-6,570
220
$3.47M 0.1%
7,808
+950
221
$3.44M 0.1%
40,233
+34,018
222
$3.43M 0.1%
27,425
+3,145
223
$3.42M 0.1%
112,745
+39,255
224
$3.37M 0.09%
56,771
+10,216
225
$3.37M 0.09%
66,854
-6,240
7 8
9
10 11