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
426
$271K 0.05%
+9,594
427
$270K 0.05%
15,705
+3,165
428
$270K 0.05%
+10,544
429
$270K 0.05%
+2,653
430
$270K 0.05%
5,819
-178
431
$269K 0.05%
5,850
-2,450
432
$269K 0.05%
7,274
-9,088
433
$269K 0.05%
6,704
+160
434
$269K 0.05%
+4,029
435
$269K 0.05%
16,535
+4,456
436
$266K 0.05%
6,910
+342
437
$265K 0.05%
+6,776
438
$264K 0.05%
+16,242
439
$264K 0.05%
5,346
+321
440
$264K 0.05%
15,998
-1,187
441
$264K 0.05%
4,860
+630
442
$263K 0.05%
8,439
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443
$263K 0.05%
2,609
-49
444
$263K 0.05%
+13,142
445
$263K 0.05%
3,868
+391
446
$261K 0.05%
17,705
-1,110
447
$261K 0.05%
7,286
+975
448
$261K 0.05%
+16,158
449
$260K 0.05%
3,522
+116
450
$259K 0.05%
13,359
-74
16 17
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