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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
$1.5B
AUM Growth
+$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$7.61M
3
+$6.37M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$5.92M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$5.82M

Top Sells

1
+$9.65M
2
+$6.45M
3
+$4.1M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.23M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.33M

Sector Composition

1 Technology 13.72%
2 Healthcare 7.39%
3 Consumer Discretionary 6.3%
4 Communication Services 5.95%
5 Financials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.93M 0.33%
83,877
+6,657
77
$4.87M 0.33%
11,188
-579
78
$4.87M 0.33%
93,876
-4,876
79
$4.8M 0.32%
40,647
+2,374
80
$4.75M 0.32%
200,077
+9,835
81
$4.75M 0.32%
119,016
+14,148
82
$4.71M 0.31%
28,093
+4,820
83
$4.46M 0.3%
28,476
-6,949
84
$4.45M 0.3%
22,277
-4,195
85
$4.36M 0.29%
111,790
+469
86
$4.27M 0.29%
81,748
-2,240
87
$4.25M 0.28%
61,181
-14,270
88
$4.24M 0.28%
94,949
-1,982
89
$4.22M 0.28%
155,673
+250
90
$4.2M 0.28%
135,298
+1,672
91
$4.14M 0.28%
22,601
+5,420
92
$4.14M 0.28%
35,817
+5,172
93
$4.13M 0.28%
60,466
+42,168
94
$4.07M 0.27%
22,047
+966
95
$4.05M 0.27%
128,210
+6,000
96
$4.04M 0.27%
126,090
+44,932
97
$3.98M 0.27%
101,230
-223
98
$3.92M 0.26%
60,332
+332
99
$3.74M 0.25%
62,231
+19,543
100
$3.71M 0.25%
74,715
-20,437
2 3
4
5 6