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
51
$3.18M 0.45%
43,563
+2,412
52
$3.1M 0.44%
71,384
+4,268
53
$3.08M 0.44%
45,076
-163
54
$2.8M 0.4%
36,464
-4,311
55
$2.74M 0.39%
82,552
+22,389
56
$2.66M 0.38%
213,875
-21,051
57
$2.58M 0.37%
54,395
+878
58
$2.54M 0.36%
94,950
-39,850
59
$2.46M 0.35%
99,820
-23,532
60
$2.46M 0.35%
172,834
+45,663
61
$2.41M 0.34%
21,357
+1,815
62
$2.37M 0.34%
19,560
+610
63
$2.35M 0.34%
110,440
+1,357
64
$2.35M 0.33%
48,362
-7,422
65
$2.3M 0.33%
12,951
+71
66
$2.3M 0.33%
62,450
-59,109
67
$2.26M 0.32%
26,085
+1,631
68
$2.25M 0.32%
674,280
+60,400
69
$2.23M 0.32%
380,064
-47,220
70
$2.21M 0.31%
22,101
+9,937
71
$2.18M 0.31%
80,036
-2,046
72
$2.17M 0.31%
27,434
-2,000
73
$2.09M 0.3%
44,488
-1,440
74
$2.08M 0.3%
209,412
-10,050
75
$2.07M 0.3%
33,441
+1,148
1 2
3
4 5