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
351
$330K 0.05%
2,480
+1
352
$319K 0.05%
5,066
-117
353
$317K 0.05%
4,159
-90
354
$317K 0.05%
12,410
-980
355
$315K 0.05%
88,430
+13,200
356
$315K 0.05%
50,950
+18,150
357
$315K 0.05%
6,075
-198
358
$314K 0.05%
+2,657
359
$314K 0.05%
16,908
-3,212
360
$314K 0.05%
3,266
-3,140
361
$311K 0.05%
2,809
+50
362
$311K 0.05%
5,224
-228
363
$311K 0.05%
5,684
+609
364
$310K 0.05%
738
-204
365
$309K 0.05%
+5,946
366
$307K 0.05%
15,282
+3,494
367
$307K 0.05%
+9,568
368
$305K 0.05%
2,421
+695
369
$305K 0.05%
2,057
+102
370
$305K 0.05%
5,742
-13,959
371
$303K 0.05%
3,181
-62
372
$302K 0.05%
+10,926
373
$301K 0.05%
4,869
-12
374
$300K 0.05%
4,983
-99
375
$300K 0.05%
44,816
+259
13 14
15
16 17