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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
2001
– –
-1,938
2002
– –
-83
2003
– –
-333
2004
– –
-442
2005
– –
-303
2006
– –
-1,250
2007
– –
-350
2008
– –
-7
2009
– –
-12
2010
– –
-300
2011
– –
-1,321
2012
– –
-4
2013
– –
-9,400
2014
– –
-24
2015
– –
-547
2016
– –
-4,463
2017
– –
-87
2018
– –
-9,070
2019
– –
-233
2020
– –
-505
2021
– –
-1,429
2022
– –
-1,270
2023
– –
-525
2024
– –
-4,435
2025
– –
-457
79 80
81
82 83