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
$331M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.57M
3
+$1.93M
4
ROSG
Rosetta Genomics Ltd.
ROSG
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.7M

Top Sells

1
+$5.72M
2
+$3.3M
3
+$2.63M
4
MILL
MILLER ENERGY RESOURCES, INC COM STK
MILL
+$1.2M
5
T icon
AT&T
T
+$1.16M

Sector Composition

1 Technology 9.45%
2 Financials 8.88%
3 Energy 8.44%
4 Healthcare 6.47%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$192K 0.06%
8,000
402
$191K 0.06%
3,926
-6,688
403
$191K 0.06%
2,350
-240
404
$189K 0.06%
+3,850
405
$189K 0.06%
2,927
-159
406
$189K 0.06%
+2,570
407
$188K 0.06%
+3,344
408
$187K 0.06%
11,637
+5
409
$187K 0.06%
+5,659
410
$187K 0.06%
+3,004
411
$187K 0.06%
14,100
412
$186K 0.06%
+4,478
413
$186K 0.06%
4,341
+569
414
$185K 0.06%
+1,718
415
$185K 0.06%
13,500
416
$184K 0.06%
2,204
-350
417
$184K 0.06%
38
+2
418
$184K 0.06%
7,163
+2,318
419
$182K 0.06%
+1,725
420
$182K 0.06%
2,179
-1,789
421
$180K 0.05%
17,000
-18,000
422
$179K 0.05%
1,455
-200
423
$179K 0.05%
7,138
-6,432
424
$179K 0.05%
7,840
425
$178K 0.05%
7,422
+1,471
15 16
17
18 19