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
676
$612K 0.02%
84,409
-25,535
677
$609K 0.02%
10,546
-2,103
678
$608K 0.02%
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-408
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$608K 0.02%
9,377
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$608K 0.02%
7,286
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681
$605K 0.02%
50,000
682
$599K 0.02%
90,000
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683
$599K 0.02%
24,493
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684
$594K 0.02%
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685
$594K 0.02%
28,285
-2,140
686
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3,131
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687
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1,497
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688
$588K 0.02%
32,661
-71,782
689
$585K 0.02%
45,976
+12,462
690
$580K 0.02%
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10,440
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694
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695
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10,637
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$570K 0.02%
4,617
-274
698
$566K 0.02%
5,138
-1,112
699
$564K 0.02%
5,728
+2,122
700
$563K 0.02%
+10,163
26 27
28
29 30