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
$757M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.81M
3
+$2.58M
4
FSK icon
FS KKR Capital
FSK
+$2.29M
5
T icon
AT&T
T
+$1.56M

Top Sells

1
+$3.58M
2
+$2.58M
3
+$2.46M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.87M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.86M

Sector Composition

1 Technology 10.14%
2 Financials 8.34%
3 Communication Services 7.34%
4 Healthcare 6.63%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$413K 0.05%
3,809
-340
377
$413K 0.05%
3,466
-57
378
$412K 0.05%
2,798
+465
379
$411K 0.05%
2,922
-493
380
$411K 0.05%
17,678
-4,836
381
$411K 0.05%
44,145
+1,100
382
$410K 0.05%
3,833
+173
383
$408K 0.05%
+43,440
384
$406K 0.05%
26,779
-3,041
385
$405K 0.05%
5,835
+623
386
$404K 0.05%
+5,533
387
$404K 0.05%
3,833
+1,097
388
$398K 0.05%
7,259
-1,929
389
$396K 0.05%
3,179
-29
390
$395K 0.05%
4,626
+411
391
$393K 0.05%
4,601
-52
392
$393K 0.05%
2,907
+252
393
$391K 0.05%
8,657
+1,080
394
$388K 0.05%
34,944
-2,141
395
$387K 0.05%
+3,172
396
$386K 0.05%
14,218
+3,564
397
$383K 0.05%
+26,450
398
$379K 0.05%
15,516
+3,641
399
$378K 0.05%
3,541
-1,854
400
$374K 0.05%
5,162
14 15
16
17 18