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
501
$249K 0.04%
+3,945
502
$249K 0.04%
21,561
+2,214
503
$249K 0.04%
2,438
-6
504
$247K 0.04%
14,681
+1,549
505
$247K 0.04%
9,409
+503
506
$246K 0.04%
2,266
-127
507
$246K 0.04%
9,936
-240
508
$243K 0.03%
110
+13
509
$243K 0.03%
8,224
-836
510
$242K 0.03%
5,864
+104
511
$241K 0.03%
6,135
-70
512
$241K 0.03%
+3,938
513
$241K 0.03%
12,191
+1,375
514
$240K 0.03%
14,325
-1,565
515
$240K 0.03%
4,525
-7,876
516
$239K 0.03%
5,064
-20
517
$239K 0.03%
5,550
-880
518
$239K 0.03%
+4,738
519
$238K 0.03%
25,336
+1,167
520
$238K 0.03%
3,195
-1,400
521
$237K 0.03%
33,500
-12,000
522
$237K 0.03%
+4,110
523
$236K 0.03%
7,795
+110
524
$236K 0.03%
5,297
-873
525
$235K 0.03%
5,343
+108
19 20
21
22 23