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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
$410M
AUM Growth
+$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,890
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.15M
3
+$1.1M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$892K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$888K

Top Sells

1
+$7.17M
2
+$3.2M
3
+$3.15M
4
MSFT icon
Microsoft
MSFT
+$2.77M
5
GE icon
GE Aerospace
GE
+$2.7M

Sector Composition

1 Healthcare 9.16%
2 Technology 8.32%
3 Financials 7.38%
4 Energy 6.9%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-1
1602
– –
-9
1603
– –
-1,274
1604
– –
-3,559
1605
– –
-1,390
1606
– –
-130
1607
– –
-15
1608
– –
-3,360
1609
– –
-1,780
1610
– –
-31,024
1611
– –
-11,194
1612
– –
-7,823
1613
– –
-131
1614
– –
-454
1615
– –
-455
1616
– –
-2,090
1617
– –
-145
1618
– –
-6,171
1619
– –
-116
1620
– –
-105
1621
– –
-20
1622
– –
-88
1623
– –
-160
1624
– –
-2,373
1625
– –
-336
63 64
65
66 67