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
$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
276
$465K 0.08%
8,182
+1,514
277
$464K 0.08%
3,860
+254
278
$463K 0.08%
+9,994
279
$457K 0.08%
7,250
+1,950
280
$454K 0.08%
2,849
-10
281
$451K 0.07%
22,165
-3,691
282
$449K 0.07%
245
-43
283
$449K 0.07%
4,212
+195
284
$445K 0.07%
37,046
+276
285
$445K 0.07%
+8,814
286
$443K 0.07%
7,406
+284
287
$440K 0.07%
3,330
-3
288
$440K 0.07%
18,294
+1,380
289
$440K 0.07%
24,178
+109
290
$438K 0.07%
1,398
-381
291
$432K 0.07%
6,873
+3,305
292
$432K 0.07%
26,223
+4,815
293
$430K 0.07%
4,355
+204
294
$426K 0.07%
1,808
-48
295
$421K 0.07%
3,510
-259
296
$420K 0.07%
7,596
-434
297
$419K 0.07%
+4,354
298
$419K 0.07%
20,295
+3,492
299
$418K 0.07%
13,341
+2,956
300
$417K 0.07%
2,087
-122
10 11
12
13 14