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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
$384M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$579K
3
+$425K
4
WFT
Weatherford International plc
WFT
+$386K
5
KMI icon
Kinder Morgan
KMI
+$334K

Top Sells

1
+$22.8M
2
+$6.67M
3
+$5.29M
4
PCI
PIMCO Dynamic Credit and Mortgage Income Fund
PCI
+$4.71M
5
GE icon
GE Aerospace
GE
+$4.54M

Sector Composition

1 Energy 7.09%
2 Technology 7%
3 Healthcare 6.91%
4 Financials 6.16%
5 Industrials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-3,889
2027
– –
-125
2028
– –
-400
2029
– –
-500
2030
– –
-16
2031
– –
-156
2032
– –
-144
2033
– –
-3,399
2034
– –
-61
2035
– –
-62
2036
– –
-224
2037
– –
-1,500
2038
– –
-151
2039
– –
-332
2040
– –
-60
2041
– –
-266
2042
– –
-1,192
2043
– –
-215
2044
– –
-1,056
2045
– –
-2,396
2046
– –
-2,088
2047
– –
-594
2048
– –
-303
2049
– –
-1,600
2050
– –
-69
80 81
82
83 84