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
26
$5.03M 0.72%
131,931
+7,909
27
$4.95M 0.7%
89,890
+52,242
28
$4.93M 0.7%
31,987
+4,322
29
$4.78M 0.68%
102,466
-2,176
30
$4.74M 0.67%
53,066
+150
31
$4.74M 0.67%
54,122
-2,513
32
$4.71M 0.67%
18,709
+11,879
33
$4.59M 0.65%
192,579
-15,562
34
$4.48M 0.64%
33,907
-47
35
$4.21M 0.6%
57,990
-16,233
36
$4.04M 0.58%
23,528
+51
37
$3.97M 0.56%
47,449
+498
38
$3.94M 0.56%
35,901
-306
39
$3.79M 0.54%
91,324
+1,093
40
$3.77M 0.54%
16,426
+832
41
$3.74M 0.53%
304,129
-18,891
42
$3.52M 0.5%
27,594
-1,016
43
$3.51M 0.5%
81,013
-1,321
44
$3.48M 0.49%
31,936
-936
45
$3.33M 0.47%
67,337
+1,690
46
$3.31M 0.47%
32,976
-2,800
47
$3.3M 0.47%
35,926
-240
48
$3.3M 0.47%
63,740
-9,980
49
$3.28M 0.47%
24,863
+433
50
$3.25M 0.46%
13,036
+1,988
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