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
326
$195K 0.07%
+3,363
327
$195K 0.07%
+2,679
328
$195K 0.07%
+1,272
329
$194K 0.07%
+25,459
330
$194K 0.07%
+14,266
331
$194K 0.07%
+2,896
332
$193K 0.07%
+13,260
333
$193K 0.07%
+13,500
334
$192K 0.07%
+4,661
335
$192K 0.07%
+3,047
336
$192K 0.07%
+1,826
337
$192K 0.07%
+3,576
338
$192K 0.07%
+3,723
339
$192K 0.07%
+1,077
340
$191K 0.06%
+14,849
341
$191K 0.06%
+3,173
342
$191K 0.06%
+2,668
343
$191K 0.06%
+5,870
344
$190K 0.06%
+4,094
345
$190K 0.06%
+3,514
346
$189K 0.06%
+10,822
347
$188K 0.06%
+9,330
348
$188K 0.06%
+107,251
349
$188K 0.06%
+26,702
350
$187K 0.06%
+6,541
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