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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
$3.75B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,650
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.7M
3
+$10.4M
4
SH icon
ProShares Short S&P500
SH
+$9.29M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$7.86M

Top Sells

1
+$14.3M
2
+$14M
3
+$9.66M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$8.18M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$7.31M

Sector Composition

1 Technology 13.44%
2 Healthcare 6.66%
3 Consumer Discretionary 5.8%
4 Financials 5.21%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
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-12,895
1527
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-3,361
1528
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1529
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1530
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1531
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-11,466
1532
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-43,378
1533
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-12,797
1534
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-6,590
1535
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-11,450
1536
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-15,958
1537
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-8,041
1538
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-6,893
1539
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-3,088
1540
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1541
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1542
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1543
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1544
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1545
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-8,750
1546
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-823
1547
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1548
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1549
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-19,961
1550
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-7,580
60 61
62
63 64