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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
$410M
AUM Growth
+$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,890
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.15M
3
+$1.1M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$892K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$888K

Top Sells

1
+$7.17M
2
+$3.2M
3
+$3.15M
4
MSFT icon
Microsoft
MSFT
+$2.77M
5
GE icon
GE Aerospace
GE
+$2.7M

Sector Composition

1 Healthcare 9.16%
2 Technology 8.32%
3 Financials 7.38%
4 Energy 6.9%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-166
1202
– –
-710
1203
– –
-482
1204
– –
-3,000
1205
– –
-3
1206
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-216
1207
– –
-75
1208
– –
-200
1209
– –
-158
1210
– –
-133
1211
– –
-2,000
1212
– –
-377
1213
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-20
1214
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-195
1215
– –
-156
1216
– –
-420
1217
– –
-37
1218
– –
-1,048
1219
– –
-495
1220
– –
-1,340
1221
– –
-28
1222
– –
-4
1223
– –
-8,788
1224
– –
-1,741
1225
– –
-5,760
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