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
901
$338K 0.01%
7,492
-19,296
902
$335K 0.01%
23,950
-400
903
$331K 0.01%
14,582
-1,373
904
$331K 0.01%
2,122
+258
905
$331K 0.01%
13,691
-468
906
$330K 0.01%
1,353
+86
907
$329K 0.01%
10,125
908
$329K 0.01%
622
-43
909
$329K 0.01%
22,032
+2,422
910
$328K 0.01%
5,639
+1,236
911
$327K 0.01%
2,630
-1,333
912
$327K 0.01%
3,733
-100
913
$327K 0.01%
3,185
-4,416
914
$327K 0.01%
1,900
+192
915
$326K 0.01%
+6,000
916
$325K 0.01%
6,429
-3,922
917
$325K 0.01%
9,527
-303
918
$324K 0.01%
4,176
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919
$324K 0.01%
1,613
-114
920
$324K 0.01%
+11,575
921
$323K 0.01%
+9,100
922
$323K 0.01%
17,801
+7,431
923
$323K 0.01%
1,834
-1,410
924
$322K 0.01%
23,881
-10,971
925
$321K 0.01%
8,500
35 36
37
38 39