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
801
$428K 0.01%
6,614
-853
802
$428K 0.01%
29,989
+5,703
803
$428K 0.01%
10,202
+678
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$426K 0.01%
5,282
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$425K 0.01%
2,251
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806
$424K 0.01%
+13,131
807
$424K 0.01%
20,675
-4,607
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$422K 0.01%
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809
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8,143
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$419K 0.01%
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811
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216
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812
$419K 0.01%
10,722
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813
$419K 0.01%
2,184
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8,619
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815
$418K 0.01%
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$417K 0.01%
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9,584
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7,441
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4,650
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821
$412K 0.01%
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$411K 0.01%
4,727
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823
$409K 0.01%
8,769
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824
$409K 0.01%
3,658
-684
825
$408K 0.01%
11,051
-265
31 32
33
34 35