We are live on ! Find out more
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
$3.6B
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,458
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$6.13M
3
+$5.62M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.57M
5
IAU icon
iShares Gold Trust
IAU
+$5.37M

Top Sells

1
+$44.7M
2
+$29.4M
3
+$15.8M
4
VTV icon
Vanguard Value ETF
VTV
+$14.9M
5
PG icon
Procter & Gamble
PG
+$14M

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
1376
– –
-10,285
1377
– –
-3,118
1378
– –
-11,500
1379
– –
-3,185
1380
– –
-59,671
1381
– –
-48,914
1382
– –
-12,976
1383
– –
-2,763
1384
– –
-2,304
1385
– –
-118,690
1386
– –
-3,899
1387
– –
-17,000
1388
– –
-17,725
1389
– –
-4,600
1390
– –
-2,155
1391
– –
-38,502
1392
– –
-8,730
1393
– –
-9,989
1394
– –
-12,170
1395
– –
-23,250
1396
– –
-900
1397
– –
-101,830
1398
– –
-1,648
1399
– –
-69,893
1400
– –
-1,242
54 55
56
57 58