BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$602M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.22M
3
+$4.1M
4
WFC icon
Wells Fargo
WFC
+$2.91M
5
V icon
Visa
V
+$2.82M

Top Sells

1
+$11.1M
2
+$6.54M
3
+$3.34M
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$3.28M
5
NOV icon
NOV
NOV
+$3.1M

Sector Composition

1 Financials 8.96%
2 Healthcare 8.63%
3 Technology 8.55%
4 Communication Services 6.89%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$595K 0.1%
3,133
+47
227
$592K 0.1%
10,661
-118
228
$591K 0.1%
7,252
+1,589
229
$591K 0.1%
2,336
+954
230
$586K 0.1%
10,310
+376
231
$586K 0.1%
+7,395
232
$585K 0.1%
12,323
+178
233
$571K 0.09%
5,222
+324
234
$571K 0.09%
2,528
+619
235
$567K 0.09%
3,224
+1,604
236
$565K 0.09%
4,037
+300
237
$564K 0.09%
11,713
+1,096
238
$564K 0.09%
39,400
+2,200
239
$562K 0.09%
11,284
-200
240
$558K 0.09%
10,878
+2,773
241
$550K 0.09%
4,596
+864
242
$547K 0.09%
10,477
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243
$544K 0.09%
4,256
+1,363
244
$541K 0.09%
26,585
-1,759
245
$541K 0.09%
5,256
+3,038
246
$541K 0.09%
3,996
-144
247
$532K 0.09%
6,423
+201
248
$525K 0.09%
12,876
+26
249
$525K 0.09%
23,055
-1,755
250
$520K 0.09%
4,163
+1,565
8 9
10
11 12