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
551
$221K 0.03%
18,464
+199
552
$221K 0.03%
4,816
-216
553
$220K 0.03%
5,785
-1,365
554
$220K 0.03%
13,640
-3,078
555
$219K 0.03%
8,900
+500
556
$219K 0.03%
6,043
-496
557
$219K 0.03%
7,488
+343
558
$218K 0.03%
8,240
-45
559
$218K 0.03%
3,866
+523
560
$218K 0.03%
6,365
-407
561
$218K 0.03%
39,486
-4,003
562
$216K 0.03%
3,202
+731
563
$215K 0.03%
3,413
-15
564
$215K 0.03%
1,433
-359
565
$215K 0.03%
+1,275
566
$215K 0.03%
13,372
-491
567
$214K 0.03%
798
+32
568
$212K 0.03%
9,877
-1,547
569
$212K 0.03%
+13,677
570
$209K 0.03%
+9,415
571
$208K 0.03%
5,622
+73
572
$208K 0.03%
+3,362
573
$208K 0.03%
+3,238
574
$208K 0.03%
23,336
-850
575
$207K 0.03%
14,504
-629
21 22
23
24 25