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
$492M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.85M
3
+$1.56M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$1.22M
5
MCK icon
McKesson
MCK
+$910K

Top Sells

1
+$3.88M
2
+$2.45M
3
+$2.43M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.26M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$2.02M

Sector Composition

1 Healthcare 8.89%
2 Financials 8.79%
3 Technology 8.05%
4 Communication Services 7.54%
5 Energy 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$239K 0.05%
+3,537
402
$237K 0.05%
1,500
403
$237K 0.05%
1,427
+78
404
$236K 0.05%
3,495
-159
405
$236K 0.05%
982
-384
406
$236K 0.05%
10,548
-84
407
$236K 0.05%
+5,120
408
$235K 0.05%
+5,498
409
$235K 0.05%
3,702
-1,731
410
$234K 0.05%
+4,163
411
$233K 0.05%
+11,106
412
$232K 0.05%
17,571
-6,702
413
$232K 0.05%
1,858
-453
414
$232K 0.05%
5,814
-848
415
$231K 0.05%
2,015
-503
416
$230K 0.05%
4,856
-832
417
$230K 0.05%
9,577
-2,479
418
$226K 0.05%
+4,265
419
$226K 0.05%
1,999
-207
420
$225K 0.05%
10,822
-3,477
421
$225K 0.05%
+4,634
422
$225K 0.05%
3,319
423
$224K 0.05%
3,015
-609
424
$224K 0.05%
+1,981
425
$224K 0.05%
1,823
-1,849
15 16
17
18 19