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
$757M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.81M
3
+$2.58M
4
FSK icon
FS KKR Capital
FSK
+$2.29M
5
T icon
AT&T
T
+$1.56M

Top Sells

1
+$3.58M
2
+$2.58M
3
+$2.46M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.87M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.86M

Sector Composition

1 Technology 10.14%
2 Financials 8.34%
3 Communication Services 7.34%
4 Healthcare 6.63%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$598K 0.08%
+16,981
277
$593K 0.08%
21,295
-1,175
278
$592K 0.08%
23,805
-9,458
279
$591K 0.08%
33,005
+1,308
280
$591K 0.08%
23,229
-1,068
281
$590K 0.08%
13,359
+1,246
282
$589K 0.08%
+4,487
283
$586K 0.08%
+16,588
284
$579K 0.08%
35,234
+809
285
$578K 0.08%
+17,464
286
$573K 0.08%
5,700
-1,119
287
$572K 0.08%
7,714
+20
288
$568K 0.08%
2,425
+1
289
$567K 0.07%
5,925
-5,381
290
$566K 0.07%
9,066
+5,692
291
$565K 0.07%
4,901
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292
$564K 0.07%
19,293
-1,983
293
$562K 0.07%
6,840
-3,045
294
$557K 0.07%
51,488
-880
295
$556K 0.07%
11,862
-11,905
296
$556K 0.07%
3,888
+392
297
$555K 0.07%
3,258
+598
298
$554K 0.07%
19,946
+548
299
$552K 0.07%
1,104
+23
300
$551K 0.07%
16,074
+678
10 11
12
13 14