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
401
$341K 0.05%
3,251
-832
402
$335K 0.05%
6,787
+95
403
$333K 0.05%
2,712
-1,407
404
$332K 0.05%
8,806
+121
405
$332K 0.05%
+6,414
406
$332K 0.05%
5,081
-48
407
$331K 0.05%
+25,000
408
$331K 0.05%
+1,505
409
$330K 0.05%
4,163
-805
410
$330K 0.05%
27,150
-7,000
411
$327K 0.05%
45,912
-10,573
412
$323K 0.05%
258
413
$323K 0.05%
18,609
+3,105
414
$322K 0.05%
16,661
-563
415
$322K 0.05%
5,108
-2
416
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3,123
+1,445
417
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418
$313K 0.04%
2,605
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419
$311K 0.04%
25,040
-2,735
420
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5,170
+1,508
421
$310K 0.04%
6,275
-13
422
$310K 0.04%
16,033
-366
423
$307K 0.04%
4,389
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424
$306K 0.04%
7,682
-5,678
425
$304K 0.04%
12,159
-86
15 16
17
18 19