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
401
$372K 0.05%
5,503
-9,787
402
$371K 0.05%
16,200
+500
403
$366K 0.05%
24,783
+18
404
$361K 0.05%
5,072
-185
405
$360K 0.05%
2,688
-14
406
$360K 0.05%
+3,551
407
$357K 0.05%
4,979
-164
408
$354K 0.05%
+2,506
409
$353K 0.05%
+5,935
410
$352K 0.05%
7,150
+1,627
411
$350K 0.05%
9,695
-4,515
412
$349K 0.05%
15,283
+344
413
$348K 0.05%
5,074
-16
414
$346K 0.05%
9,733
+988
415
$345K 0.05%
6,476
+502
416
$345K 0.05%
5,050
-2,110
417
$343K 0.05%
5,139
+301
418
$341K 0.05%
6,652
-3,484
419
$340K 0.04%
18,390
-1,826
420
$338K 0.04%
3,431
+257
421
$338K 0.04%
3,761
+94
422
$335K 0.04%
3,266
-27
423
$335K 0.04%
17,649
-151
424
$334K 0.04%
6,717
-1,368
425
$333K 0.04%
11,900
15 16
17
18 19