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
876
$356K 0.01%
7,436
+86
877
$354K 0.01%
7,160
-3,852
878
$354K 0.01%
23,228
+7,156
879
$352K 0.01%
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$351K 0.01%
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-50
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882
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9,857
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883
$348K 0.01%
7,055
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884
$348K 0.01%
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886
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887
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890
$345K 0.01%
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14,989
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41,010
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$340K 0.01%
7,607
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$339K 0.01%
7,669
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34 35
36
37 38