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
$295M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1 +$8.87M
2 +$7.24M
3 +$6.32M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.1M
5
T icon
AT&T
T
+$4.27M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.61%
2 Technology 6.42%
3 Financials 5.88%
4 Real Estate 5.04%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$151K 0.05%
+10,115
427
$151K 0.05%
+3,053
428
$150K 0.05%
+2,315
429
$150K 0.05%
+3,507
430
$149K 0.05%
+2,150
431
$148K 0.05%
+5,900
432
$148K 0.05%
+3,620
433
$148K 0.05%
+6,078
434
$148K 0.05%
+4,819
435
$148K 0.05%
+9,050
436
$148K 0.05%
+3,387
437
$148K 0.05%
+10,369
438
$147K 0.05%
+6,273
439
$147K 0.05%
+7,500
440
$146K 0.05%
+4,410
441
$146K 0.05%
+2,680
442
$146K 0.05%
+8,600
443
$145K 0.05%
+19,517
444
$144K 0.05%
+3,532
445
$144K 0.05%
+1,948
446
$143K 0.05%
+6,517
447
$143K 0.05%
+3,065
448
$142K 0.05%
+33,704
449
$142K 0.05%
+2,331
450
$141K 0.05%
+5,574