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
451
$288K 0.04%
1,059
-416
452
$288K 0.04%
3,141
+99
453
$288K 0.04%
14,540
-225
454
$288K 0.04%
6,010
+24
455
$287K 0.04%
5,812
+117
456
$287K 0.04%
25,908
-1,729
457
$287K 0.04%
1,783
-143
458
$286K 0.04%
+1,159
459
$285K 0.04%
5,700
-707
460
$284K 0.04%
3,793
-1,925
461
$283K 0.04%
9,971
+1,878
462
$281K 0.04%
3,707
+648
463
$281K 0.04%
3,356
-67
464
$279K 0.04%
4,718
-20
465
$278K 0.04%
+1,700
466
$278K 0.04%
20,592
+2,310
467
$277K 0.04%
36,054
-5,494
468
$277K 0.04%
5,721
+1,917
469
$277K 0.04%
4,667
+1,334
470
$276K 0.04%
3,994
+18
471
$274K 0.04%
7,294
-1,750
472
$271K 0.04%
9,514
+1,676
473
$271K 0.04%
5,622
+980
474
$268K 0.04%
2,867
+4
475
$267K 0.04%
3,852
+1,228
17 18
19
20 21