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
276
$543K 0.08%
22,428
+4,504
277
$536K 0.08%
36,243
-1,761
278
$533K 0.08%
3,984
-818
279
$529K 0.08%
18,182
+2,172
280
$526K 0.07%
4,605
+649
281
$525K 0.07%
21,312
-1,557
282
$525K 0.07%
3,263
+79
283
$524K 0.07%
19,416
-364
284
$523K 0.07%
1,603
-263
285
$522K 0.07%
3,979
+1,703
286
$521K 0.07%
2,482
-2,095
287
$520K 0.07%
12,996
-1,796
288
$517K 0.07%
8,725
+5,536
289
$514K 0.07%
76,396
+42,333
290
$511K 0.07%
22,770
+273
291
$510K 0.07%
4,863
-1,088
292
$508K 0.07%
5,499
-471
293
$508K 0.07%
11,358
-3,738
294
$507K 0.07%
33,396
-1,792
295
$501K 0.07%
6,271
-558
296
$501K 0.07%
4,402
-2,077
297
$500K 0.07%
34,999
+22
298
$500K 0.07%
3,844
+69
299
$499K 0.07%
14,081
-156
300
$497K 0.07%
4,637
+427
10 11
12
13 14