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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
$3.93B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,651
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$16.8M
3
+$13.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.5M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$11.1M

Top Sells

1
+$45.1M
2
+$43.3M
3
+$27.2M
4
VTV icon
Vanguard Value ETF
VTV
+$25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.3M

Sector Composition

1 Technology 19.49%
2 Healthcare 5.93%
3 Consumer Discretionary 5.66%
4 Financials 5.56%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-54,200
1502
– –
-115,555
1503
– –
-12,732
1504
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-10,000
1505
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-9,835
1506
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-30,049
1507
– –
-10,790
1508
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-17,439
1509
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-12,344
1510
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-3,198
1511
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-1,917
1512
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-4,691
1513
– –
-22,325
1514
– –
-10,120
1515
– –
-1,446
1516
– –
-13,580
1517
– –
-18,655
1518
– –
-4,102
1519
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-10,282
1520
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-8,813
1521
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1522
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1523
– –
-4,661
1524
– –
-5,692
1525
– –
-1,085
59 60
61
62 63