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
576
$204K 0.03%
1,827
-790
577
$203K 0.03%
14,360
578
$200K 0.03%
+16,114
579
$199K 0.03%
+10,550
580
$198K 0.03%
16,470
-62
581
$197K 0.03%
11,075
-425
582
$193K 0.03%
6,679
+4,179
583
$184K 0.03%
+13,291
584
$182K 0.03%
13,994
-75
585
$178K 0.03%
+12,133
586
$177K 0.03%
18,815
+2,000
587
$175K 0.02%
30,998
+5,149
588
$170K 0.02%
14,134
-200
589
$170K 0.02%
15,180
+2,500
590
$168K 0.02%
11,439
-734
591
– –
0
592
$166K 0.02%
16,443
+242
593
$165K 0.02%
12,879
-7,993
594
$161K 0.02%
5,697
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595
$157K 0.02%
42,168
-4,932
596
$157K 0.02%
10,789
-167
597
$156K 0.02%
24,658
-1,980
598
$153K 0.02%
+256
599
$153K 0.02%
+11,330
600
$152K 0.02%
13,923
+124
22 23
24
25 26