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
$757M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.81M
3
+$2.58M
4
FSK icon
FS KKR Capital
FSK
+$2.29M
5
T icon
AT&T
T
+$1.56M

Top Sells

1
+$3.58M
2
+$2.58M
3
+$2.46M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.87M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.86M

Sector Composition

1 Technology 10.14%
2 Financials 8.34%
3 Communication Services 7.34%
4 Healthcare 6.63%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$451K 0.06%
3,485
+15
352
$451K 0.06%
50,504
+27,675
353
$450K 0.06%
17,600
-1,000
354
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3,852
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355
$444K 0.06%
18,072
-322
356
$442K 0.06%
47,500
-15,400
357
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20,775
-804
358
$442K 0.06%
11,034
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359
$440K 0.06%
6,804
-653
360
$440K 0.06%
8,553
+1,411
361
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3,523
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362
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8,439
-2,331
363
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11,676
+1,943
364
$431K 0.06%
2,613
-1,001
365
$430K 0.06%
27,617
-3,981
366
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367
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9,904
-2,226
368
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2,887
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369
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12,300
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370
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6,355
+1,818
371
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11,060
-2,390
372
$420K 0.06%
3,115
+1,087
373
$418K 0.06%
3,428
+15
374
$416K 0.06%
9,850
375
$416K 0.06%
1,688
+82
13 14
15
16 17