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
951
$302K 0.01%
1,263
-51
952
$302K 0.01%
872
+170
953
$301K 0.01%
11,516
-1,069
954
$301K 0.01%
11,151
-48
955
$301K 0.01%
2,345
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956
$300K 0.01%
8,179
-16,601
957
$298K 0.01%
4,174
-509
958
$296K 0.01%
+5,000
959
$295K 0.01%
+26,157
960
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+34,300
961
$294K 0.01%
909
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962
$294K 0.01%
3,521
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963
$294K 0.01%
5,795
-22,828
964
$294K 0.01%
3,859
+864
965
$293K 0.01%
5,772
-6,777
966
$293K 0.01%
10,036
-39,321
967
$293K 0.01%
12,975
968
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2,377
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6,202
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$290K 0.01%
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973
$290K 0.01%
3,054
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$290K 0.01%
3,696
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975
$287K 0.01%
6,018
+41
37 38
39
40 41