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
301
$416K 0.07%
8,463
+657
302
$415K 0.07%
5,115
-113
303
$411K 0.07%
7,086
+1,825
304
$411K 0.07%
6,728
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305
$411K 0.07%
+54
306
$409K 0.07%
3,961
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307
$409K 0.07%
6,494
-352
308
$403K 0.07%
6,544
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309
$403K 0.07%
13,954
+1,510
310
$401K 0.07%
2,923
-56
311
$399K 0.07%
2,461
-31
312
$395K 0.07%
+25,600
313
$395K 0.07%
92,058
-2,533
314
$395K 0.07%
10,662
-460
315
$390K 0.06%
4,637
-4
316
$389K 0.06%
2,608
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317
$389K 0.06%
12,979
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318
$387K 0.06%
9,715
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319
$386K 0.06%
+11,382
320
$386K 0.06%
+24,466
321
$383K 0.06%
24,497
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322
$383K 0.06%
7,355
+1,918
323
$383K 0.06%
4,960
-95
324
$380K 0.06%
+16,809
325
$376K 0.06%
23,687
-850
11 12
13
14 15