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
476
$239K 0.05%
+10,002
477
$239K 0.05%
6,595
+1,453
478
$239K 0.05%
2,091
-199
479
$239K 0.05%
16,036
-136
480
$239K 0.05%
10,808
+794
481
$238K 0.05%
+1,728
482
$237K 0.05%
10,880
483
$236K 0.05%
5,477
+723
484
$235K 0.05%
9,006
+186
485
$235K 0.05%
3,156
-3,157
486
$234K 0.05%
4,889
487
$234K 0.05%
8,021
+369
488
$233K 0.05%
7,176
+374
489
$233K 0.05%
6,146
+182
490
$233K 0.05%
22,763
-6
491
$232K 0.05%
+2,541
492
$232K 0.05%
+6,505
493
$232K 0.05%
+1,500
494
$231K 0.05%
+5,099
495
$231K 0.05%
+2,508
496
$230K 0.05%
10,659
-237
497
$230K 0.05%
+9,713
498
$229K 0.05%
+1,767
499
$229K 0.05%
+3,901
500
$228K 0.05%
+4,189
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