BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$7.24M
3
+$6.32M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.1M
5
T icon
AT&T
T
+$4.27M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.61%
2 Technology 6.42%
3 Financials 5.88%
4 Real Estate 5.04%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$303K 0.1%
+8,889
227
$303K 0.1%
+200,719
228
$301K 0.1%
+5,946
229
$301K 0.1%
+9,640
230
$300K 0.1%
+5,855
231
$299K 0.1%
+81,875
232
$298K 0.1%
+15,015
233
$298K 0.1%
+27,000
234
$291K 0.1%
+7,044
235
$290K 0.1%
+39,326
236
$289K 0.1%
+7,546
237
$288K 0.1%
+32,051
238
$286K 0.1%
+11,692
239
$285K 0.1%
+3,174
240
$284K 0.1%
+5,203
241
$284K 0.1%
+6,084
242
$283K 0.1%
+4,538
243
$281K 0.1%
+3,730
244
$280K 0.1%
+6,139
245
$277K 0.09%
+5,738
246
$276K 0.09%
+11,426
247
$274K 0.09%
+16,349
248
$272K 0.09%
+2,208
249
$272K 0.09%
+6,048
250
$271K 0.09%
+3,661
8 9
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