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
$295M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1 +$8.87M
2 +$7.24M
3 +$6.32M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.1M
5
T icon
AT&T
T
+$4.27M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.61%
2 Technology 6.42%
3 Financials 5.88%
4 Real Estate 5.04%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$164K 0.06%
+2,091
402
$163K 0.06%
+3,901
403
$162K 0.06%
+2,650
404
$162K 0.06%
+15,350
405
$161K 0.05%
+6,444
406
$161K 0.05%
+3,259
407
$160K 0.05%
+7,265
408
$160K 0.05%
+1,445
409
$160K 0.05%
+13,252
410
$159K 0.05%
+1,410
411
$159K 0.05%
+10,061
412
$157K 0.05%
+5,780
413
$155K 0.05%
+5,600
414
$154K 0.05%
+1,600
415
$154K 0.05%
+3,428
416
$154K 0.05%
+7,851
417
$154K 0.05%
+526
418
$153K 0.05%
+9,148
419
$152K 0.05%
+2,780
420
$152K 0.05%
+3,190
421
$152K 0.05%
+2,246
422
$151K 0.05%
+4,305
423
$151K 0.05%
+8,762
424
$151K 0.05%
+3,370
425
$151K 0.05%
+865