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
576
$768K 0.02%
9,915
-1,008
577
$767K 0.02%
20,830
578
$766K 0.02%
10,706
-748
579
$766K 0.02%
2,730
-534
580
$765K 0.02%
17,261
-82
581
$761K 0.02%
21,122
-28
582
$760K 0.02%
39,905
-6,040
583
$760K 0.02%
15,610
-1,200
584
$760K 0.02%
52,031
+336
585
$759K 0.02%
23,797
-1,345
586
$758K 0.02%
10,329
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587
$757K 0.02%
59,229
-73,493
588
$755K 0.02%
1,875
-94
589
$755K 0.02%
40,700
-49,460
590
$747K 0.02%
14,678
-30,543
591
$746K 0.02%
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592
$746K 0.02%
2,756
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593
$745K 0.02%
33,177
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$743K 0.02%
16,008
595
$741K 0.02%
15,125
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596
$739K 0.02%
716
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$737K 0.02%
11,431
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598
$734K 0.02%
20,813
-300
599
$733K 0.02%
14,719
+1,398
600
$730K 0.02%
11,868
-2,066
22 23
24
25 26