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
901
– –
-544
902
– –
-5,037
903
– –
-2,186
904
– –
-933
905
– –
-2,671
906
– –
-124,907
907
– –
-1,523
908
– –
-1,667
909
– –
-11,423
910
– –
-2,609
911
– –
-3,330
912
– –
-13,269
913
– –
-4,536
914
– –
-7,447
915
– –
-6,383
916
– –
-540
917
– –
-11,050
918
– –
-114
919
– –
-2,921
920
– –
-1,328
921
– –
-1,873
922
– –
-1,451
923
– –
-4,402
924
– –
-4,448
925
– –
-11,247
34 35 36
37
38