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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
2076
– –
-1,450
2077
– –
-467
2078
– –
-640
2079
– –
-6,582
2080
– –
-600
2081
– –
-6
2082
– –
-425
2083
– –
-3,800
2084
– –
-3,486
2085
– –
-4,032
2086
– –
-38
2087
– –
-803
2088
– –
-5,882
2089
– –
-168
2090
– –
-45
2091
– –
-1
2092
– –
-7,090
2093
– –
-7,000
2094
– –
-20,000
2095
– –
-1,986
2096
– –
-1,997
2097
– –
-8
2098
– –
-120
2099
– –
-1,500
2100
– –
-3,006
82 83
84
85 86