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
376
$372K 0.05%
30,468
+7,482
377
$371K 0.05%
8,297
+1,076
378
$371K 0.05%
11,075
-1,955
379
$368K 0.05%
6,079
-302
380
$368K 0.05%
16,645
-22,888
381
$367K 0.05%
26,900
+3,240
382
$367K 0.05%
11,539
-17,134
383
$367K 0.05%
3,014
-448
384
$364K 0.05%
+27,470
385
$362K 0.05%
6,668
-342
386
$361K 0.05%
9,850
387
$360K 0.05%
17,486
+2,352
388
$359K 0.05%
10,598
+30
389
$358K 0.05%
12,606
+201
390
$358K 0.05%
59
+3
391
$356K 0.05%
+6,773
392
$356K 0.05%
3,750
-546
393
$352K 0.05%
2,891
+1,614
394
$351K 0.05%
2,658
+866
395
$350K 0.05%
20,051
-1,669
396
$350K 0.05%
14,562
+7,494
397
$350K 0.05%
59,973
-3,236
398
$345K 0.05%
3,851
+370
399
$343K 0.05%
4,639
-33
400
$341K 0.05%
5,096
+191
14 15
16
17 18