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
$757M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.81M
3
+$2.58M
4
FSK icon
FS KKR Capital
FSK
+$2.29M
5
T icon
AT&T
T
+$1.56M

Top Sells

1
+$3.58M
2
+$2.58M
3
+$2.46M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.87M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.86M

Sector Composition

1 Technology 10.14%
2 Financials 8.34%
3 Communication Services 7.34%
4 Healthcare 6.63%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$330K 0.04%
34,185
+2,855
427
$330K 0.04%
+12,155
428
$327K 0.04%
+3,301
429
$326K 0.04%
2,473
-553
430
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3,263
+13
431
$324K 0.04%
2,930
+116
432
$324K 0.04%
8,362
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433
$324K 0.04%
+4,997
434
$323K 0.04%
+12,915
435
$323K 0.04%
14,954
-564
436
$323K 0.04%
5,729
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437
$323K 0.04%
+20,004
438
$323K 0.04%
3,976
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439
$323K 0.04%
2,329
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440
$322K 0.04%
6,818
+10
441
$322K 0.04%
2,986
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442
$321K 0.04%
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443
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444
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3,314
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445
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6,127
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446
$319K 0.04%
180,000
447
$317K 0.04%
5,467
+1,405
448
$315K 0.04%
5,494
+1,324
449
$315K 0.04%
2,369
+596
450
$314K 0.04%
4,753
-375
16 17
18
19 20