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
$331M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.57M
3
+$1.93M
4
ROSG
Rosetta Genomics Ltd.
ROSG
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.7M

Top Sells

1
+$5.72M
2
+$3.3M
3
+$2.63M
4
MILL
MILLER ENERGY RESOURCES, INC COM STK
MILL
+$1.2M
5
T icon
AT&T
T
+$1.16M

Sector Composition

1 Technology 9.45%
2 Financials 8.88%
3 Energy 8.44%
4 Healthcare 6.47%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$317K 0.1%
3,709
+84
252
$315K 0.1%
39,055
+223
253
$314K 0.09%
+5,403
254
$314K 0.09%
+11,332
255
$310K 0.09%
11,454
-403
256
$307K 0.09%
8,370
+5,569
257
$307K 0.09%
+2,981
258
$305K 0.09%
13,700
+200
259
$304K 0.09%
20,779
-806
260
$304K 0.09%
4,045
+495
261
$303K 0.09%
+36,125
262
$303K 0.09%
31,332
+4,236
263
$301K 0.09%
6,027
-1,013
264
$298K 0.09%
11,932
-48
265
$298K 0.09%
7,664
-9,843
266
$297K 0.09%
+22,263
267
$295K 0.09%
5,590
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268
$294K 0.09%
5,582
-70
269
$292K 0.09%
2,197
-10
270
$291K 0.09%
9,338
+477
271
$291K 0.09%
6,020
+178
272
$291K 0.09%
4,209
+395
273
$290K 0.09%
3,360
274
$290K 0.09%
+6,024
275
$289K 0.09%
4,259
-214
9 10
11
12 13