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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
1951
– –
-150
1952
– –
-196
1953
– –
-399
1954
– –
-25
1955
– –
-150
1956
– –
-21
1957
– –
-2,854
1958
– –
-9
1959
– –
-1,438
1960
– –
-868
1961
– –
-11,832
1962
– –
-4,047
1963
– –
-5
1964
– –
-1,250
1965
– –
-231
1966
– –
-11
1967
– –
-1,469
1968
– –
-982
1969
– –
-260
1970
– –
-2,801
1971
– –
-100
1972
– –
-555
1973
– –
-4
1974
– –
-611
1975
– –
-78
77 78
79
80 81