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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
2301
– –
-3,450
2302
– –
-1,470
2303
– –
-70
2304
– –
-5,066
2305
– –
-241
2306
– –
-600
2307
– –
-1,331
2308
– –
-2,000
2309
– –
-4,219
2310
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-300
2311
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-6
2312
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-860
2313
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-186
2314
– –
-2,834
2315
– –
-1,268
2316
– –
-1,888
2317
– –
-24,430
2318
– –
-2,733
2319
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-69
2320
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-500
2321
– –
-72
2322
– –
-3,800
2323
– –
-651
2324
– –
-303
2325
– –
-5,920
91 92
93
94 95