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
276
$243K 0.08%
+6,257
277
$240K 0.08%
+8,550
278
$239K 0.08%
+2,941
279
$236K 0.08%
+10,726
280
$235K 0.08%
+3,360
281
$235K 0.08%
+2,522
282
$234K 0.08%
+5,530
283
$233K 0.08%
+6,254
284
$233K 0.08%
+3,902
285
$230K 0.08%
+5,680
286
$229K 0.08%
+9,875
287
$228K 0.08%
+29,493
288
$227K 0.08%
+7,802
289
$226K 0.08%
+24,376
290
$224K 0.08%
+5,412
291
$224K 0.08%
+6,360
292
$220K 0.07%
+1,023
293
$220K 0.07%
+12,313
294
$219K 0.07%
+20,856
295
$218K 0.07%
+5,778
296
$218K 0.07%
+9,798
297
$217K 0.07%
+2,195
298
$217K 0.07%
+2,867
299
$215K 0.07%
+9,573
300
$215K 0.07%
+3,722