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
$840M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.25M
3
+$2.24M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$2.23M
5
ECC
Eagle Point Credit Co
ECC
+$1.85M

Top Sells

1
+$3.29M
2
+$1.46M
3
+$725K
4
DO
Diamond Offshore Drilling
DO
+$653K
5
BA icon
Boeing
BA
+$648K

Sector Composition

1 Technology 10.63%
2 Financials 8%
3 Healthcare 7.3%
4 Communication Services 7.25%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$407K 0.05%
10,568
-492
402
$406K 0.05%
4,338
+626
403
$406K 0.05%
3,462
+34
404
$397K 0.05%
3,662
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405
$394K 0.05%
76,885
-14,755
406
$393K 0.05%
220,442
-291,558
407
$392K 0.05%
7,221
+71
408
$392K 0.05%
15,134
-149
409
$392K 0.05%
5,640
+137
410
$390K 0.05%
4,427
-199
411
$390K 0.05%
2,852
-263
412
$387K 0.05%
17,224
+1,024
413
$386K 0.05%
41,548
+6,604
414
$385K 0.05%
3,611
+180
415
$385K 0.05%
4,135
+11
416
$383K 0.05%
1,673
+554
417
$382K 0.05%
3,734
-27
418
$382K 0.05%
3,433
-52
419
$380K 0.05%
8,660
-14,625
420
$379K 0.05%
19,552
+1,903
421
$379K 0.05%
5,129
+55
422
$379K 0.05%
3,481
-199
423
$372K 0.04%
+7,130
424
$371K 0.04%
6,407
-310
425
$371K 0.04%
5,824
+95
15 16
17
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