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
351
$419K 0.06%
46,422
-6,034
352
$414K 0.06%
31,344
-2,688
353
$411K 0.06%
4,527
+100
354
$410K 0.06%
5,878
-2,842
355
$410K 0.06%
30,651
+16,738
356
$409K 0.06%
+6,400
357
$408K 0.06%
3,045
+605
358
$406K 0.06%
5,266
+715
359
$403K 0.06%
9,291
+634
360
$403K 0.06%
4,902
-69
361
$402K 0.06%
2,726
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362
$399K 0.06%
115
363
$399K 0.06%
7,900
-3,086
364
$398K 0.06%
1,683
-12
365
$397K 0.06%
2,012
-174
366
$391K 0.06%
3,582
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367
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3,296
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368
$386K 0.05%
19,350
-9,740
369
$384K 0.05%
1,542
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370
$384K 0.05%
+4,504
371
$379K 0.05%
6,318
-2,365
372
$378K 0.05%
26,025
+1,751
373
$376K 0.05%
20,918
+3,000
374
$376K 0.05%
3,134
-843
375
$375K 0.05%
3,933
+322
13 14
15
16 17