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
$1.17B
AUM Growth
-$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$14.8M
3
+$9.67M
4
GLD icon
SPDR Gold Trust
GLD
+$8.85M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.29M

Top Sells

1
+$16.3M
2
+$7.18M
3
+$7M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.61M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$2.96M

Sector Composition

1 Technology 11.92%
2 Healthcare 7.29%
3 Financials 6.33%
4 Consumer Discretionary 5.76%
5 Communication Services 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$213K 0.02%
12,070
+2,360
652
$213K 0.02%
25,437
+6,389
653
$213K 0.02%
4,377
-21,198
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$212K 0.02%
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655
$212K 0.02%
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656
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659
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660
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661
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662
$208K 0.02%
25,256
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663
$208K 0.02%
2,393
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665
$206K 0.02%
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666
$206K 0.02%
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667
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668
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$203K 0.02%
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673
$202K 0.02%
23,875
-36,437
674
$201K 0.02%
4,723
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675
$200K 0.02%
14,983
+70
25 26
27
28 29