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
351
$221K 0.07%
19,523
-13,130
352
$221K 0.07%
5,713
+2,207
353
$221K 0.07%
15,500
354
$220K 0.07%
+159
355
$219K 0.07%
+1,171
356
$218K 0.07%
+2,224
357
$218K 0.07%
17,393
-10,499
358
$218K 0.07%
7,069
-1,595
359
$217K 0.07%
5,631
+209
360
$217K 0.07%
11,028
-3,436
361
$217K 0.07%
11,271
362
$215K 0.07%
+6,147
363
$215K 0.07%
55,241
-1,953
364
$213K 0.06%
4,915
+1,735
365
$213K 0.06%
9,900
-2,043
366
$213K 0.06%
14,784
+315
367
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6,150
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368
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2,444
+147
369
$212K 0.06%
1,873
-157
370
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10,000
371
$211K 0.06%
+1,291
372
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+6,960
373
$209K 0.06%
+18,300
374
$208K 0.06%
1,268
-507
375
$206K 0.06%
3,393
+2,358
13 14
15
16 17