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
251
$270K 0.09%
+20,769
252
$269K 0.09%
+14,326
253
$268K 0.09%
+4,436
254
$266K 0.09%
+5,192
255
$266K 0.09%
+4,099
256
$266K 0.09%
+23,331
257
$265K 0.09%
+17,830
258
$264K 0.09%
+10,997
259
$263K 0.09%
+11,353
260
$263K 0.09%
+8,095
261
$262K 0.09%
+2,773
262
$262K 0.09%
+19,059
263
$260K 0.09%
+5,358
264
$257K 0.09%
+8,326
265
$255K 0.09%
+12,900
266
$250K 0.08%
+3,000
267
$249K 0.08%
+5,650
268
$249K 0.08%
+25,898
269
$249K 0.08%
+6,082
270
$248K 0.08%
+2,206
271
$246K 0.08%
+2,232
272
$246K 0.08%
+4,208
273
$245K 0.08%
+23,520
274
$245K 0.08%
+9,902
275
$244K 0.08%
+8,999
9 10
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