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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
1501
– –
-420,400
1502
– –
-154,877
1503
– –
-15,000
1504
– –
-14,923
1505
– –
-10,200
1506
– –
-5,757
1507
– –
-5,888
1508
– –
-10,727
1509
– –
-264
1510
– –
-1,870
1511
– –
-7,946
57 58 59 60
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