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
$602M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.22M
3
+$4.1M
4
WFC icon
Wells Fargo
WFC
+$2.91M
5
V icon
Visa
V
+$2.82M

Top Sells

1
+$11.1M
2
+$6.54M
3
+$3.34M
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$3.28M
5
NOV icon
NOV
NOV
+$3.1M

Sector Composition

1 Financials 8.96%
2 Healthcare 8.63%
3 Technology 8.55%
4 Communication Services 6.89%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$277K 0.05%
4,366
402
$276K 0.05%
5,475
+384
403
$275K 0.05%
5,549
-192
404
$274K 0.05%
+4,904
405
$274K 0.05%
5,234
+740
406
$274K 0.05%
2,180
-10
407
$273K 0.05%
2,313
+35
408
$273K 0.05%
+2,320
409
$272K 0.05%
+5,918
410
$271K 0.05%
5,775
+540
411
$270K 0.04%
1,731
-320
412
$270K 0.04%
2,025
-208
413
$268K 0.04%
5,672
+846
414
$266K 0.04%
23,131
-5
415
$265K 0.04%
3,246
-182
416
$265K 0.04%
+2,819
417
$265K 0.04%
7,958
+2
418
$264K 0.04%
+3,915
419
$264K 0.04%
916
+120
420
$263K 0.04%
+7,927
421
$261K 0.04%
+14,205
422
$261K 0.04%
+3,131
423
$259K 0.04%
+1,335
424
$258K 0.04%
2,732
+409
425
$258K 0.04%
1,473
+41
15 16
17
18 19