BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$740M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.61M
3
+$7.31M
4
STEW
SRH Total Return Fund
STEW
+$7.31M
5
EMD
Western Asset Emerging Markets Debt Fund
EMD
+$4.57M

Top Sells

1
+$4.56M
2
+$4.45M
3
+$4.19M
4
WFC icon
Wells Fargo
WFC
+$4.09M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.87M

Sector Composition

1 Technology 8.6%
2 Financials 7.99%
3 Healthcare 7.62%
4 Communication Services 7.32%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$317K 0.04%
5,955
+480
427
$316K 0.04%
+4,376
428
$312K 0.04%
3,181
429
$311K 0.04%
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430
$310K 0.04%
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431
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432
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2,066
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433
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434
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435
$307K 0.04%
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436
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47,061
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437
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7,301
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438
$306K 0.04%
7,793
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439
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1,526
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440
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441
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446
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+7,125
448
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2,572
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449
$300K 0.04%
3,263
-117
450
$299K 0.04%
+20,304
16 17
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