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
376
$206K 0.06%
4,978
+2,406
377
$205K 0.06%
+204
378
$205K 0.06%
7,219
+73
379
$204K 0.06%
+3,099
380
$204K 0.06%
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381
$203K 0.06%
+8,696
382
$203K 0.06%
60
+14
383
$202K 0.06%
15,961
-6,485
384
$202K 0.06%
14,966
+3,792
385
$202K 0.06%
4,122
-3,682
386
$201K 0.06%
1,222
-25
387
$200K 0.06%
8,300
+2,149
388
$200K 0.06%
42,610
-10,305
389
$198K 0.06%
+6,920
390
$198K 0.06%
+6,320
391
$197K 0.06%
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392
$196K 0.06%
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$196K 0.06%
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2,924
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$194K 0.06%
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396
$193K 0.06%
13,818
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397
$193K 0.06%
7,577
-13,674
398
$193K 0.06%
3,270
399
$192K 0.06%
3,810
+587
400
$192K 0.06%
+5,848
14 15
16
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