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
$3.6B
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,458
New
Increased
Reduced
Closed

Top Buys

1
+$9.96M
2
+$6.29M
3
+$5.8M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.75M
5
IAU icon
iShares Gold Trust
IAU
+$5.72M

Top Sells

1
+$46.3M
2
+$30.4M
3
+$15.7M
4
VTV icon
Vanguard Value ETF
VTV
+$15.5M
5
PG icon
Procter & Gamble
PG
+$14.1M

Sector Composition

1 Technology 17.91%
2 Healthcare 5.93%
3 Consumer Discretionary 5.68%
4 Financials 5.59%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.6M 0.04%
11,604
-1,740
377
$1.6M 0.04%
17,556
-4,906
378
$1.6M 0.04%
11,875
-85
379
$1.6M 0.04%
2,540
+90
380
$1.6M 0.04%
36,496
-9,278
381
$1.58M 0.04%
11,973
+4,797
382
$1.58M 0.04%
32,488
-558
383
$1.57M 0.04%
4,843
-42
384
$1.57M 0.04%
47,123
-587
385
$1.55M 0.04%
17,694
-1,815
386
$1.55M 0.04%
2,532
-47
387
$1.55M 0.04%
6,256
-839
388
$1.54M 0.04%
38,450
+934
389
$1.54M 0.04%
30,689
-2,075
390
$1.52M 0.04%
5,165
-312
391
$1.5M 0.04%
25,765
-3,665
392
$1.49M 0.04%
10,031
-3,161
393
$1.48M 0.04%
33,532
+4,503
394
$1.47M 0.04%
42,208
-12,063
395
$1.47M 0.04%
129,106
-9,403
396
$1.46M 0.04%
7,230
-3,823
397
$1.46M 0.04%
7,956
-1,447
398
$1.45M 0.04%
106,014
-25,863
399
$1.45M 0.04%
31,023
-3,282
400
$1.45M 0.04%
13,321
-166
14 15
16
17 18