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
376
$177K 0.06%
+2,124
377
$177K 0.06%
+4,635
378
$176K 0.06%
+3,071
379
$176K 0.06%
+1,625
380
$176K 0.06%
+5,051
381
$176K 0.06%
+3,537
382
$176K 0.06%
+14,700
383
$176K 0.06%
+11,100
384
$175K 0.06%
+4,123
385
$175K 0.06%
+1,910
386
$174K 0.06%
+4,370
387
$174K 0.06%
+6,500
388
$174K 0.06%
+7,959
389
$173K 0.06%
+3,026
390
$172K 0.06%
+9,412
391
$172K 0.06%
+4,989
392
$171K 0.06%
+5,680
393
$171K 0.06%
+564
394
$171K 0.06%
+109,094
395
$170K 0.06%
+3,535
396
$168K 0.06%
+3,847
397
$166K 0.06%
+2,230
398
$166K 0.06%
+4,115
399
$165K 0.06%
+1,370
400
$164K 0.06%
+4,620
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