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
301
$213K 0.07%
+6,114
302
$212K 0.07%
+14,923
303
$211K 0.07%
+4,924
304
$211K 0.07%
+14,354
305
$211K 0.07%
+3,600
306
$210K 0.07%
+4,144
307
$210K 0.07%
+1,500
308
$210K 0.07%
+21,302
309
$207K 0.07%
+5,620
310
$206K 0.07%
+2,750
311
$206K 0.07%
+3,002
312
$204K 0.07%
+1,845
313
$204K 0.07%
+3,626
314
$201K 0.07%
+6,204
315
$201K 0.07%
+12,415
316
$200K 0.07%
+5,899
317
$200K 0.07%
+24,482
318
$200K 0.07%
+3,966
319
$198K 0.07%
+5,340
320
$198K 0.07%
+1,924
321
$197K 0.07%
+4,040
322
$197K 0.07%
+11,353
323
$197K 0.07%
+15,363
324
$197K 0.07%
+3,776
325
$196K 0.07%
+31,555
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