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
1126
$207K 0.01%
5,339
-5,275
1127
$207K 0.01%
+9,929
1128
$206K 0.01%
+341
1129
$205K 0.01%
+1,031
1130
$205K 0.01%
+3,868
1131
$204K 0.01%
16,390
+1,398
1132
$204K 0.01%
1,716
-200
1133
$203K 0.01%
+110
1134
$203K 0.01%
+5,429
1135
$203K 0.01%
+1,547
1136
$202K 0.01%
+873
1137
$202K 0.01%
+8,124
1138
$202K 0.01%
2,429
-334
1139
$202K 0.01%
1,158
-31
1140
$202K 0.01%
+924
1141
$201K 0.01%
25,907
-586
1142
$201K 0.01%
+5,509
1143
$200K 0.01%
2,632
-945
1144
$200K 0.01%
+5,675
1145
$199K 0.01%
17,342
-3,022
1146
$199K 0.01%
16,990
-3,665
1147
$196K 0.01%
17,536
-2,162
1148
$196K 0.01%
12,594
-2,562
1149
$195K 0.01%
11,620
-209
1150
$194K 0.01%
28,199
-41,150
44 45
46
47 48