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
351
$347K 0.07%
13,051
-2,937
352
$346K 0.07%
6,400
-96
353
$345K 0.07%
1,506
-119
354
$345K 0.07%
4,186
+1,112
355
$344K 0.07%
8,158
+1,788
356
$342K 0.07%
+23,289
357
$341K 0.07%
7,259
+149
358
$341K 0.07%
2,474
-1,522
359
$341K 0.07%
12,690
+2,754
360
$340K 0.07%
29,400
+1,500
361
$338K 0.07%
62,095
+4,520
362
$335K 0.07%
+12,466
363
$335K 0.07%
75,104
+9,648
364
$335K 0.07%
2,700
+1
365
$335K 0.07%
9,163
-679
366
$334K 0.07%
20,164
-10,575
367
$331K 0.07%
7,824
+1,076
368
$331K 0.07%
13,070
369
$330K 0.07%
1,763
+146
370
$327K 0.07%
24,328
+4,072
371
$325K 0.07%
2,466
+8
372
$325K 0.07%
5,447
-6
373
$324K 0.06%
26,189
+1,086
374
$324K 0.06%
3,031
+99
375
$322K 0.06%
6,462
+215
13 14
15
16 17