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
251
$516K 0.09%
1,153
+317
252
$515K 0.09%
6,346
-1,116
253
$513K 0.09%
4,625
+1,588
254
$511K 0.08%
26,956
+6,541
255
$507K 0.08%
5,581
+146
256
$507K 0.08%
+57
257
$507K 0.08%
9,605
+895
258
$505K 0.08%
2,872
+960
259
$503K 0.08%
9,604
+5,376
260
$502K 0.08%
+31,923
261
$500K 0.08%
35,323
-7,875
262
$499K 0.08%
7,728
-40
263
$498K 0.08%
30,984
-600
264
$494K 0.08%
+9,580
265
$494K 0.08%
10,832
+22
266
$492K 0.08%
20,082
+2,916
267
$491K 0.08%
4,693
-309
268
$489K 0.08%
4,663
-338
269
$483K 0.08%
12,814
+345
270
$480K 0.08%
54,550
-4,000
271
$477K 0.08%
3,397
+52
272
$476K 0.08%
10,590
+1,956
273
$476K 0.08%
6,062
-950
274
$468K 0.08%
22,289
-7,014
275
$467K 0.08%
3,623
+191
9 10
11
12 13