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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
$410M
AUM Growth
+$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,890
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.15M
3
+$1.1M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$892K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$888K

Top Sells

1
+$7.17M
2
+$3.2M
3
+$3.15M
4
MSFT icon
Microsoft
MSFT
+$2.77M
5
GE icon
GE Aerospace
GE
+$2.7M

Sector Composition

1 Healthcare 9.16%
2 Technology 8.32%
3 Financials 7.38%
4 Energy 6.9%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
– –
-262
2702
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-9
2703
– –
-1,000
2704
– –
-8,580
2705
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2706
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2707
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2708
– –
-2,694
2709
– –
-5,710
2710
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2711
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0
2712
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-4,500
2713
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2714
– –
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2715
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-46
2716
– –
-86
2717
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-4
2718
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-1
2719
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2720
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2721
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2722
– –
-10,834
2723
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-5,995
2724
– –
-10,163
2725
– –
-4,995
107 108
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110 111