BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$740M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.61M
3
+$7.31M
4
STEW
SRH Total Return Fund
STEW
+$7.31M
5
EMD
Western Asset Emerging Markets Debt Fund
EMD
+$4.57M

Top Sells

1
+$4.56M
2
+$4.45M
3
+$4.19M
4
WFC icon
Wells Fargo
WFC
+$4.09M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.87M

Sector Composition

1 Technology 8.6%
2 Financials 7.99%
3 Healthcare 7.62%
4 Communication Services 7.32%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$383K 0.05%
+5,380
377
$381K 0.05%
6,875
+525
378
$380K 0.05%
+15,581
379
$377K 0.05%
6,301
-243
380
$373K 0.05%
11,728
+802
381
$372K 0.05%
+25,052
382
$371K 0.05%
3,074
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383
$365K 0.05%
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384
$364K 0.05%
20,466
+7,662
385
$364K 0.05%
2,969
+840
386
$363K 0.05%
22,819
-12,504
387
$361K 0.05%
2,122
-486
388
$361K 0.05%
+5,565
389
$358K 0.05%
+25,000
390
$357K 0.05%
4,452
-84
391
$356K 0.05%
11,251
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392
$355K 0.05%
4,309
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393
$355K 0.05%
3,184
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394
$355K 0.05%
4,471
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395
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396
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397
$354K 0.05%
1,152
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398
$352K 0.05%
+3,515
399
$347K 0.05%
2,908
+457
400
$344K 0.05%
+3,122
14 15
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