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
376
$299K 0.05%
5,845
-349
377
$297K 0.05%
2,588
+670
378
$297K 0.05%
17,612
+1,012
379
$295K 0.05%
6,101
+658
380
$293K 0.05%
13,673
-150
381
$292K 0.05%
2,505
+383
382
$292K 0.05%
3,955
-130
383
$291K 0.05%
2,889
+811
384
– –
0
385
$289K 0.05%
6,790
+1,431
386
$287K 0.05%
4,439
+110
387
$287K 0.05%
7,532
+1,544
388
$287K 0.05%
+4,052
389
$286K 0.05%
+100
390
$286K 0.05%
9,972
+2,957
391
$284K 0.05%
3,265
-27
392
$283K 0.05%
6,851
-303
393
$283K 0.05%
46,160
+53
394
$282K 0.05%
5,233
-152
395
$282K 0.05%
2,451
+253
396
$281K 0.05%
41,704
+28,008
397
$278K 0.05%
+7,710
398
$278K 0.05%
+19,542
399
$278K 0.05%
8,999
+754
400
$278K 0.05%
2,610
+108
14 15
16
17 18