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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
2101
– –
-40
2102
– –
-2,202
2103
– –
-8
2104
– –
-1,500
2105
– –
-124
2106
– –
-908
2107
– –
-5,008
2108
– –
-39
2109
– –
-2,022
2110
– –
-84
2111
– –
-194
2112
– –
-3,287
2113
– –
-8,807
2114
– –
-667
2115
– –
-14
2116
– –
-47
2117
– –
-5,500
2118
– –
-418
2119
– –
-500
2120
– –
-8,010
2121
– –
-1,400
2122
– –
-122
2123
– –
-484
2124
– –
-409
2125
– –
-3,696
83 84
85
86 87