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
301
$497K 0.07%
8,702
-2,128
302
$493K 0.07%
10,792
+171
303
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34,733
+3,254
304
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8,196
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305
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306
$487K 0.07%
22,140
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307
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308
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3,020
-13
309
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10,237
-3,387
310
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29,847
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311
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5,285
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313
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2,806
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314
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315
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317
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55,099
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321
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12,146
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322
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105,250
+24,250
323
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3,630
-92
324
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34,683
+5,106
325
$460K 0.07%
8,748
-178
11 12
13
14 15