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
276
$287K 0.09%
9,102
+900
277
$286K 0.09%
2,228
+728
278
$284K 0.09%
9,600
+2,235
279
$284K 0.09%
5,020
+1,135
280
$282K 0.09%
2,872
+124
281
$282K 0.09%
3,376
-1,882
282
$281K 0.08%
6,929
+342
283
$274K 0.08%
11,781
+510
284
$274K 0.08%
10,285
+3,620
285
$273K 0.08%
6,374
+510
286
$272K 0.08%
2,791
+453
287
$271K 0.08%
7,004
-420
288
$270K 0.08%
6,328
+870
289
$268K 0.08%
8,914
+799
290
$268K 0.08%
26,187
+8,393
291
$267K 0.08%
6,196
-5,188
292
$266K 0.08%
8,186
+1,228
293
$266K 0.08%
4,028
-184
294
$266K 0.08%
9,462
-410
295
$265K 0.08%
2,743
-10
296
$263K 0.08%
34,367
-5,670
297
$261K 0.08%
2,104
+30
298
$260K 0.08%
10,087
+4,130
299
$260K 0.08%
9,498
+1,200
300
$260K 0.08%
7,173
+933
10 11
12
13 14