BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.11B
This Fund
S&P 500
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
+$9.6M
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
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1390
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1400
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