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
$3.6B
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,458
New
Increased
Reduced
Closed

Top Buys

1
+$9.96M
2
+$6.29M
3
+$5.8M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.75M
5
IAU icon
iShares Gold Trust
IAU
+$5.72M

Top Sells

1
+$46.3M
2
+$30.4M
3
+$15.7M
4
VTV icon
Vanguard Value ETF
VTV
+$15.5M
5
PG icon
Procter & Gamble
PG
+$14.1M

Sector Composition

1 Technology 17.91%
2 Healthcare 5.93%
3 Consumer Discretionary 5.68%
4 Financials 5.59%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$842K 0.02%
6,678
-3,091
552
$841K 0.02%
6,391
+1,929
553
$833K 0.02%
4,352
+121
554
$833K 0.02%
14,107
-31,889
555
$826K 0.02%
20,132
+3
556
$822K 0.02%
16,289
-4,447
557
$819K 0.02%
5,077
+22
558
$815K 0.02%
17,391
-2,335
559
$815K 0.02%
8,854
-346
560
$808K 0.02%
5,836
-1,638
561
$806K 0.02%
22,315
-700
562
$798K 0.02%
16,146
+4,010
563
$793K 0.02%
17,504
-2,181
564
$792K 0.02%
23,437
+1,724
565
$789K 0.02%
15,194
-1,486
566
$785K 0.02%
49,639
-3,128
567
$781K 0.02%
10,344
-2,318
568
$781K 0.02%
12,399
-863
569
$777K 0.02%
29,600
+5,750
570
$776K 0.02%
13,671
-3,051
571
$774K 0.02%
+17,526
572
$773K 0.02%
4,273
-1,280
573
$772K 0.02%
37,664
-584
574
$770K 0.02%
4,047
-580
575
$769K 0.02%
88,577
-118,089
21 22
23
24 25