We are live on ! Find out more
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
2276
– –
-99
2277
– –
-509
2278
– –
-64
2279
– –
-93
2280
– –
-636
2281
– –
-1,524
2282
– –
-6
2283
– –
-60
2284
– –
-243
2285
– –
-721
2286
– –
-897
2287
– –
-120
2288
– –
-3
2289
– –
-134
2290
– –
-3,570
2291
– –
-50
2292
– –
-39
2293
– –
-250
2294
– –
-223
2295
– –
-685
2296
– –
-5
2297
– –
-2,401
2298
– –
-7,421
2299
– –
-2,140
2300
– –
-9
90 91
92
93 94