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
301
$257K 0.08%
5,650
302
$257K 0.08%
6,205
+855
303
$257K 0.08%
4,744
+875
304
$256K 0.08%
+2,312
305
$256K 0.08%
+3,156
306
$255K 0.08%
9,560
+516
307
$253K 0.08%
4,793
-2,579
308
$252K 0.08%
5,004
-422
309
$252K 0.08%
2,360
310
$251K 0.08%
2,777
+467
311
$249K 0.08%
5,290
+1,163
312
$247K 0.07%
4,265
+575
313
$246K 0.07%
4,171
-994
314
$245K 0.07%
4,169
+307
315
$243K 0.07%
5,776
+568
316
$242K 0.07%
6,357
+1,331
317
$240K 0.07%
4,168
+128
318
$240K 0.07%
5,149
-91
319
$240K 0.07%
+2,297
320
$240K 0.07%
5,825
+732
321
$239K 0.07%
4,190
+1,540
322
$238K 0.07%
+11,216
323
$237K 0.07%
2,512
+370
324
$237K 0.07%
+1,975
325
$237K 0.07%
3,357
+1,118
11 12
13
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