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
$499M
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$2.83M
3
+$2.42M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.73M
5
CB icon
Chubb
CB
+$1.67M

Top Sells

1
+$3.29M
2
+$1.42M
3
+$757K
4
VER
VEREIT, Inc.
VER
+$749K
5
AAPL icon
Apple
AAPL
+$617K

Sector Composition

1 Healthcare 7.94%
2 Communication Services 7.3%
3 Technology 7.08%
4 Consumer Staples 5.55%
5 Financials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$451K 0.09%
3,937
+400
277
$447K 0.09%
7,559
-119
278
$446K 0.09%
6,082
-7
279
$445K 0.09%
9,507
-5,436
280
$439K 0.09%
4,476
+243
281
$439K 0.09%
6,007
-36
282
$437K 0.09%
13,140
-63
283
$436K 0.09%
9,565
+99
284
$436K 0.09%
+7,772
285
$433K 0.09%
+14,539
286
$430K 0.09%
5,737
+973
287
$429K 0.09%
2,895
-320
288
$427K 0.09%
4,053
+1,312
289
$425K 0.09%
8,011
+358
290
$425K 0.09%
8,500
291
$425K 0.09%
7,806
-1,350
292
$423K 0.08%
+15,596
293
$423K 0.08%
14,902
+496
294
$421K 0.08%
1,724
-266
295
$419K 0.08%
1,586
-152
296
$418K 0.08%
13,612
297
$417K 0.08%
77,343
+9,804
298
$415K 0.08%
5,461
-268
299
$413K 0.08%
16,242
+2,126
300
$413K 0.08%
9,156
+160
10 11
12
13 14