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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
$432M
AUM Growth
-$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.47M
3
+$1.99M
4
GNL icon
Global Net Lease
GNL
+$1.21M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.09M

Top Sells

1
+$10.5M
2
+$3.59M
3
+$1.74M
4
GG
Goldcorp Inc
GG
+$1.52M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.36M

Sector Composition

1 Technology 8.89%
2 Healthcare 8.35%
3 Financials 6.13%
4 Communication Services 5.8%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
4,575
-5,434
552
$10K ﹤0.01%
34,500
+5,000
553
$8K ﹤0.01%
1,509
554
$3K ﹤0.01%
122
555
$3K ﹤0.01%
+12,000
556
– –
-1
557
$1K ﹤0.01%
15,866
-18
558
– –
-5,718
559
– –
-16,573
560
– –
-5,056
561
– –
-1,030
562
– –
-20,507
563
– –
-7,102
564
– –
-2,367
565
– –
-3,174
566
– –
-14,242
567
– –
-6,725
568
– –
-12,582
569
– –
-18,568
570
– –
-33,860
571
– –
-45,585
572
– –
-11,245
573
– –
-17,486
574
– –
-11,325
575
– –
-13,936
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