We are live on ! Find out more
BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
-$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$17.1M
3
+$11.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.83M
5
GLD icon
SPDR Gold Trust
GLD
+$8.9M

Top Sells

1
+$16.3M
2
+$9.1M
3
+$7.92M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.18M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$2.95M

Sector Composition

1 Technology 11.92%
2 Healthcare 7.29%
3 Financials 6.33%
4 Consumer Discretionary 5.76%
5 Communication Services 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-66,120
877
– –
-5,170
878
– –
-6,120
879
– –
-5,577
880
– –
-3,633
881
– –
-11,639
882
– –
-18,795
883
– –
-71,538
884
– –
-8,900
885
– –
-19,934
886
– –
-11,150
887
– –
-2,428
888
– –
-7,269
889
– –
-7,780
890
– –
-1,898
891
– –
-1,216
892
– –
-12,960
893
– –
-22,665
894
– –
-2,014
895
– –
-8,347
896
– –
-3,212
897
– –
-205,791
898
– –
-9,732
899
– –
-5,885
900
– –
-480
34 35
36
37 38