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
376
$288K 0.06%
1,912
-37
377
$287K 0.06%
7,542
-398
378
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32,964
-3,495
379
$286K 0.06%
5,683
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380
$286K 0.06%
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381
$285K 0.06%
+7,102
382
$285K 0.06%
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383
$283K 0.06%
8,302
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$282K 0.06%
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-166
385
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59,112
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386
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4,174
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$278K 0.06%
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388
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$276K 0.06%
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390
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396
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398
$272K 0.06%
2,727
+171
399
$272K 0.06%
+1,438
400
$272K 0.06%
6,338
+166
14 15
16
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