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
426
$1.33M 0.04%
12,334
+161
427
$1.33M 0.04%
33,270
-5,322
428
$1.33M 0.04%
5,241
+440
429
$1.31M 0.04%
28,221
-570
430
$1.31M 0.04%
24,654
+2
431
$1.31M 0.04%
19,431
-3,793
432
$1.3M 0.04%
15,553
+4,136
433
$1.3M 0.04%
5,993
-63
434
$1.29M 0.04%
52,341
-35,107
435
$1.28M 0.04%
40,361
-569
436
$1.28M 0.04%
2,318
-24
437
$1.28M 0.04%
10,703
-1,211
438
$1.28M 0.04%
7,894
+3,973
439
$1.27M 0.04%
5,022
-1,361
440
$1.27M 0.04%
9,364
-2,282
441
$1.26M 0.03%
12,511
-1,622
442
$1.24M 0.03%
1,602
-654
443
$1.23M 0.03%
30,838
-7,633
444
$1.21M 0.03%
3,137
-123
445
$1.21M 0.03%
4,745
-1,216
446
$1.2M 0.03%
25,581
+1,212
447
$1.19M 0.03%
9,272
+524
448
$1.19M 0.03%
7,069
+48
449
$1.18M 0.03%
46,685
-2,298
450
$1.18M 0.03%
2,507
-612
16 17
18
19 20