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
526
$235K 0.03%
5,348
+116
527
$234K 0.03%
8,498
-158
528
$234K 0.03%
+2,590
529
$234K 0.03%
30,116
-1,525
530
$232K 0.03%
22,700
531
$232K 0.03%
6,434
-330
532
$232K 0.03%
95
-5
533
$232K 0.03%
5,262
+75
534
$230K 0.03%
2,343
-1,450
535
$229K 0.03%
+5,776
536
$229K 0.03%
4,436
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537
$229K 0.03%
3,568
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538
$228K 0.03%
8,665
-3,035
539
$228K 0.03%
+5,519
540
$226K 0.03%
4,870
-379
541
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542
$225K 0.03%
3,397
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543
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544
$225K 0.03%
15,074
-4,945
545
$225K 0.03%
2,180
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546
$225K 0.03%
10,831
-1,313
547
$224K 0.03%
3,421
+32
548
$223K 0.03%
9,735
-15
549
$222K 0.03%
4,134
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550
$221K 0.03%
3,343
+1
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