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
$703M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.99M
3
+$2.87M
4
AMZN icon
Amazon
AMZN
+$2.42M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$1.83M

Top Sells

1
+$2.92M
2
+$2.35M
3
+$2.25M
4
BP icon
BP
BP
+$2.17M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.07M

Sector Composition

1 Technology 9.44%
2 Financials 7.91%
3 Healthcare 7.17%
4 Communication Services 6.9%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.05M 0.29%
61,620
-38,310
77
$2.04M 0.29%
65,727
+12,570
78
$1.98M 0.28%
207,210
+29,091
79
$1.95M 0.28%
30,264
-1,545
80
$1.93M 0.28%
27,874
-27,529
81
$1.93M 0.28%
21,144
+2,950
82
$1.91M 0.27%
55,899
+2,831
83
$1.9M 0.27%
29,563
-207
84
$1.83M 0.26%
+65,800
85
$1.81M 0.26%
13,506
+57
86
$1.8M 0.26%
34,642
-3,897
87
$1.78M 0.25%
16,135
+674
88
$1.77M 0.25%
20,929
+18,369
89
$1.76M 0.25%
67,552
-3,915
90
$1.75M 0.25%
134,100
+92,350
91
$1.75M 0.25%
16,374
-2,015
92
$1.73M 0.25%
16,016
+38
93
$1.72M 0.24%
37,295
-3,143
94
$1.68M 0.24%
68,230
+4,503
95
$1.68M 0.24%
18,158
-1,896
96
$1.65M 0.24%
85,855
+299
97
$1.65M 0.24%
11,940
+217
98
$1.64M 0.23%
64,520
-990
99
$1.64M 0.23%
20,876
+160
100
$1.62M 0.23%
8,568
+16
2 3
4
5 6