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
401
$291K 0.06%
9,234
-118
402
$288K 0.06%
2,206
-246
403
$287K 0.06%
2,060
-486
404
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+6,725
405
$285K 0.06%
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-219
406
$285K 0.06%
2,086
-20
407
$285K 0.06%
13,297
+2,709
408
$284K 0.06%
11,212
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409
$284K 0.06%
+12,248
410
$283K 0.06%
2,514
-383
411
$283K 0.06%
36,998
+1,066
412
$283K 0.06%
8,611
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413
$283K 0.06%
5,850
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414
$282K 0.06%
+3,765
415
$280K 0.06%
7,246
+21
416
$279K 0.06%
6,418
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417
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20,500
+1,250
418
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24,746
-11,081
419
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420
$275K 0.06%
1,802
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421
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+10,506
422
$273K 0.05%
+9,025
423
$272K 0.05%
17,938
+4,828
424
$272K 0.05%
2,651
+388
425
$271K 0.05%
11,565
-10,890
15 16
17
18 19