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
326
$456K 0.06%
3,089
+108
327
$456K 0.06%
7,254
+393
328
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4,707
-96
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$452K 0.06%
6,827
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330
$449K 0.06%
3,271
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331
$447K 0.06%
13,251
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332
$441K 0.06%
10,129
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333
$440K 0.06%
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334
$440K 0.06%
8,445
-1,449
335
$436K 0.06%
8,219
+2,105
336
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20,325
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337
$432K 0.06%
20,853
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338
$430K 0.06%
1,753
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339
$430K 0.06%
18,096
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340
$430K 0.06%
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-52
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344
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33,309
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345
$424K 0.06%
9,359
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346
$423K 0.06%
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347
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3,734
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348
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6,606
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349
$420K 0.06%
5,411
+381
350
$420K 0.06%
3,615
-226
12 13
14
15 16