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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
1701
– –
-106
1702
– –
-102
1703
– –
-501
1704
– –
-380
1705
– –
-770
1706
– –
-93
1707
– –
-52
1708
– –
-8
1709
– –
-484
1710
– –
-5
1711
– –
-1,097
1712
– –
-850
1713
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-1,127
1714
– –
-1,687
1715
– –
-49
1716
– –
-7,079
1717
– –
-1,995
1718
– –
-3,073
1719
– –
-600
1720
– –
-34
1721
– –
-5,000
1722
– –
-465
1723
– –
-4
1724
– –
-412
1725
– –
-2,048
67 68
69
70 71