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
251
$604K 0.09%
2,861
+44
252
$601K 0.09%
14,050
+6,113
253
$600K 0.09%
3,791
+382
254
$599K 0.09%
7,958
-770
255
$598K 0.09%
42,154
-9,522
256
$593K 0.08%
61,786
+6,646
257
$593K 0.08%
4,515
-729
258
$592K 0.08%
14,750
-1,700
259
$592K 0.08%
9,883
-3,162
260
$590K 0.08%
63,515
+9,316
261
$589K 0.08%
9,044
-132
262
$581K 0.08%
30,415
+3,244
263
$580K 0.08%
79,230
-3,134
264
$569K 0.08%
45,856
-105,704
265
$566K 0.08%
12,003
-33
266
$566K 0.08%
48,599
+29,724
267
$565K 0.08%
1,434
-32
268
$563K 0.08%
25,320
-67,575
269
$562K 0.08%
7,644
-79
270
$559K 0.08%
8,167
+8
271
$552K 0.08%
37,440
+24,639
272
$551K 0.08%
6,439
+2,973
273
$549K 0.08%
3,309
+130
274
$548K 0.08%
11,089
+224
275
$546K 0.08%
2,029
+847
9 10
11
12 13