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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
1976
– –
0
1977
– –
-250
1978
– –
-5,023
1979
– –
-293
1980
– –
-417
1981
– –
-500
1982
– –
-21,476
1983
– –
-3
1984
– –
-156
1985
– –
-324
1986
– –
-2,145
1987
– –
-24
1988
– –
-178
1989
– –
-61
1990
– –
-109
1991
– –
-40
1992
– –
-56
1993
– –
-224
1994
– –
-1,500
1995
– –
-151
1996
– –
-341
1997
– –
-261
1998
– –
-38
1999
– –
-36
2000
– –
-3,916
78 79
80
81 82