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
$703M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.99M
3
+$2.87M
4
AMZN icon
Amazon
AMZN
+$2.42M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$1.83M

Top Sells

1
+$2.92M
2
+$2.35M
3
+$2.25M
4
BP icon
BP
BP
+$2.17M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.07M

Sector Composition

1 Technology 9.44%
2 Financials 7.91%
3 Healthcare 7.17%
4 Communication Services 6.9%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$671K 0.1%
21,210
+1,831
227
$670K 0.1%
6,860
-35
228
$669K 0.1%
12,688
+1,522
229
$668K 0.1%
6,124
-459
230
$665K 0.09%
+7,437
231
$661K 0.09%
42,431
-5,848
232
$656K 0.09%
14,522
+2,537
233
$654K 0.09%
10,886
+1,867
234
$651K 0.09%
13,156
-1,945
235
$648K 0.09%
7,967
-1,219
236
$648K 0.09%
6,225
+1,918
237
$647K 0.09%
45,920
+1,885
238
$642K 0.09%
13,202
-1,722
239
$635K 0.09%
7,133
-3
240
$635K 0.09%
1,389
241
$627K 0.09%
12,275
+1,521
242
$625K 0.09%
1,770
+105
243
$621K 0.09%
11,574
+278
244
$620K 0.09%
34,519
+1,355
245
$618K 0.09%
7,924
-735
246
$615K 0.09%
13,985
+167
247
$609K 0.09%
13,740
+6,610
248
$608K 0.09%
8,048
+4
249
$607K 0.09%
2,012
+113
250
$606K 0.09%
19,100
+2,620
8 9
10
11 12