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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
$3.6B
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
1401
– –
-11,131
1402
– –
-1,244
1403
– –
-18,306
1404
– –
-52,970
1405
– –
-4,827
1406
– –
-8,504
1407
– –
-11,155
1408
– –
-14,250
1409
– –
-3,230
1410
– –
-61,823
1411
– –
-4,044
1412
– –
-14,871
1413
– –
-7,511
1414
– –
-19,573
1415
– –
-10,430
1416
– –
-15,209
1417
– –
-13,850
1418
– –
-20,960
1419
– –
-10,193
1420
– –
-10,488
1421
– –
-3,915
1422
– –
-34,180
1423
– –
-17,762
1424
– –
-2,212
1425
– –
-5,687
55 56
57
58 59