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
651
$649K 0.02%
33,165
-7,161
652
$645K 0.02%
8,772
-3,481
653
$640K 0.02%
23,419
-298
654
$640K 0.02%
130,000
655
$639K 0.02%
24,080
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657
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1,369
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658
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659
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3,712
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664
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27,481
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665
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12,451
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13,284
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37,276
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$616K 0.02%
2,594
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$615K 0.02%
7,345
-162
674
$615K 0.02%
20,621
-3,945
675
$615K 0.02%
9,369
-620
25 26
27
28 29