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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
2026
– –
-27
2027
– –
-33
2028
– –
-746
2029
– –
-134
2030
– –
-280
2031
– –
-882
2032
– –
-2,000
2033
– –
-250
2034
– –
-1,633
2035
– –
-59
2036
– –
-35
2037
– –
-287
2038
– –
-10,034
2039
– –
-5,482
2040
– –
-7,529
2041
– –
-1,000
2042
– –
-10,000
2043
– –
-130
2044
– –
-850
2045
– –
-8,066
2046
– –
-758
2047
– –
-1,629
2048
– –
-22
2049
– –
-15
2050
– –
-1,144
80 81
82
83 84