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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
1726
– –
-5,200
1727
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-240
1728
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-4,074
1729
– –
-4,000
1730
– –
-35
1731
– –
-502
1732
– –
-25
1733
– –
-76
1734
– –
-7
1735
– –
-8,780
1736
– –
-1,060
1737
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-350
1738
– –
-3,418
1739
– –
-58
1740
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-500
1741
– –
-7
1742
– –
-1,894
1743
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1744
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-3,980
1745
– –
-591
1746
– –
-1,280
1747
– –
-2,106
1748
– –
-230
1749
– –
-6,075
1750
– –
-1,501
68 69
70
71 72