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
351
$187K 0.06%
+8,798
352
$187K 0.06%
+3,080
353
$187K 0.06%
+141
354
$186K 0.06%
+15,964
355
$185K 0.06%
+14,629
356
$185K 0.06%
+2,810
357
$184K 0.06%
+9,845
358
$184K 0.06%
+2,537
359
$184K 0.06%
+2,128
360
$184K 0.06%
+12,500
361
$183K 0.06%
+12,155
362
$183K 0.06%
+1,235
363
$183K 0.06%
+547
364
$183K 0.06%
+8,629
365
$182K 0.06%
+1,434
366
$181K 0.06%
+2,200
367
$181K 0.06%
+13,395
368
$180K 0.06%
+2,149
369
$180K 0.06%
+4,283
370
$179K 0.06%
+5,214
371
$179K 0.06%
+2,552
372
$178K 0.06%
+8,510
373
$178K 0.06%
+4,200
374
$178K 0.06%
+13,000
375
$177K 0.06%
+7,169
13 14
15
16 17