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
426
$257K 0.04%
4,322
-42
427
$255K 0.04%
+12,286
428
$253K 0.04%
+2,157
429
$252K 0.04%
13,124
-978
430
$251K 0.04%
+21,675
431
$250K 0.04%
+4,483
432
$248K 0.04%
+4,405
433
$246K 0.04%
+2,129
434
$245K 0.04%
+6,191
435
$245K 0.04%
4,523
-349
436
$243K 0.04%
2,468
-250
437
$242K 0.04%
2,628
+66
438
$242K 0.04%
14,869
-1,368
439
$241K 0.04%
3,124
-1,237
440
$240K 0.04%
3,084
-313
441
$239K 0.04%
+12,376
442
$239K 0.04%
+5,026
443
$238K 0.04%
2,837
-38
444
$238K 0.04%
20,323
+9,353
445
$238K 0.04%
+6,075
446
$237K 0.04%
+1,587
447
$236K 0.04%
18,475
-1,595
448
$236K 0.04%
3,287
449
$236K 0.04%
4,651
+635
450
$235K 0.04%
1,549
-15
16 17
18
19 20