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
476
$267K 0.04%
3,885
+1,164
477
$266K 0.04%
2,026
-327
478
$266K 0.04%
78,080
+1,195
479
$265K 0.04%
16,467
-3,085
480
$265K 0.04%
14,223
+2,825
481
$264K 0.04%
2,655
+3
482
$262K 0.04%
4,557
-232
483
$260K 0.04%
1,602
+468
484
$260K 0.04%
180,000
485
$259K 0.04%
6,566
+1,497
486
$259K 0.04%
3,893
-302
487
$258K 0.04%
1,666
+27
488
$258K 0.04%
13,358
-1,952
489
$257K 0.04%
11,760
-2,020
490
$257K 0.04%
3,825
-140
491
$256K 0.04%
35,379
+4,472
492
$256K 0.04%
14,182
+1,419
493
$256K 0.04%
16,308
-51
494
$255K 0.04%
2,958
+176
495
$254K 0.04%
6,996
-3,381
496
$254K 0.04%
+19,243
497
$253K 0.04%
3,051
-329
498
$253K 0.04%
7,045
+84
499
$252K 0.04%
+4,789
500
$252K 0.04%
3,265
-159
18 19
20
21 22