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
$331M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.57M
3
+$1.93M
4
ROSG
Rosetta Genomics Ltd.
ROSG
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.7M

Top Sells

1
+$5.72M
2
+$3.3M
3
+$2.63M
4
MILL
MILLER ENERGY RESOURCES, INC COM STK
MILL
+$1.2M
5
T icon
AT&T
T
+$1.16M

Sector Composition

1 Technology 9.45%
2 Financials 8.88%
3 Energy 8.44%
4 Healthcare 6.47%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$177K 0.05%
+3,002
427
$175K 0.05%
4,350
428
$175K 0.05%
+4,367
429
$174K 0.05%
8,812
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430
$174K 0.05%
4,866
-729
431
$173K 0.05%
1,522
+51
432
$172K 0.05%
6,690
+1,650
433
$172K 0.05%
+5,027
434
$171K 0.05%
7,500
+1,000
435
$171K 0.05%
17,786
-1,225
436
$171K 0.05%
3,375
-811
437
$170K 0.05%
3,396
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438
$170K 0.05%
+9,500
439
$169K 0.05%
5,722
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440
$169K 0.05%
4,252
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441
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442
$168K 0.05%
3,801
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443
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3,801
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444
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445
$167K 0.05%
23,540
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446
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3,111
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447
$166K 0.05%
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448
$165K 0.05%
22,445
+2,675
449
$165K 0.05%
6,037
+1,485
450
$164K 0.05%
3,353
-27
16 17
18
19 20