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
751
$486K 0.01%
6,674
+23
752
$486K 0.01%
5,803
+55
753
$482K 0.01%
5,778
-781
754
$480K 0.01%
9,527
-441
755
$478K 0.01%
3,439
-458
756
$476K 0.01%
13,627
-3,417
757
$476K 0.01%
4,087
-486
758
$475K 0.01%
4,933
-681
759
$474K 0.01%
16,064
+1,640
760
$474K 0.01%
15,351
+61
761
$473K 0.01%
15,371
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762
$471K 0.01%
6,811
-5,604
763
$471K 0.01%
8,849
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764
$470K 0.01%
6,521
-25
765
$468K 0.01%
18,111
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766
$466K 0.01%
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$466K 0.01%
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768
$465K 0.01%
10,030
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769
$465K 0.01%
21,218
-5,495
770
$463K 0.01%
9,465
-3,382
771
$462K 0.01%
4,094
-1,433
772
$462K 0.01%
3,220
-165
773
$462K 0.01%
18,264
-1,365
774
$459K 0.01%
10,531
+2,981
775
$456K 0.01%
51,832
+30,675
29 30
31
32 33