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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
$3.08B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$6.6M
3
+$6.24M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.17M
5
VDE icon
Vanguard Energy ETF
VDE
+$6.08M

Top Sells

1
+$14.9M
2
+$10.1M
3
+$8.06M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.94M
5
NOW icon
ServiceNow
NOW
+$6.97M

Sector Composition

1 Technology 15.73%
2 Consumer Discretionary 7.35%
3 Healthcare 7.04%
4 Financials 6.1%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-34,307
1402
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-21,132
1403
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-5,830
1404
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-4,474
1405
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-39,991
1406
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-24,644
1407
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-1,648
1408
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-6,349
1409
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-10,287
1410
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-1,125
1411
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-43
1412
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-17,000
1413
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-73,000
1414
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1415
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-4,390
1416
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-1,881
1417
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1418
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1419
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1420
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-10,504
1421
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1422
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1423
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-2,231
1424
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1425
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-7,235
55 56
57
58 59