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
$494M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.12M
3
+$3.65M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
EXP icon
Eagle Materials
EXP
+$3.35M

Top Sells

1
+$3.01M
2
+$2.57M
3
+$2.43M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.03M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.78M

Sector Composition

1 Healthcare 9.11%
2 Technology 8.93%
3 Communication Services 6.74%
4 Financials 6.13%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$317K 0.06%
1,407
+255
352
$316K 0.06%
+2,519
353
$314K 0.06%
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354
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356
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6,767
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358
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5,562
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360
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361
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362
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363
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364
$297K 0.06%
4,356
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$296K 0.06%
11,325
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366
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367
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368
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5,336
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369
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371
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+21,801
372
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+2,338
373
$290K 0.06%
+5,363
374
$288K 0.06%
+2,271
375
$288K 0.06%
8,978
-192
13 14
15
16 17