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
$840M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.25M
3
+$2.24M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$2.23M
5
ECC
Eagle Point Credit Co
ECC
+$1.85M

Top Sells

1
+$3.29M
2
+$1.46M
3
+$725K
4
DO
Diamond Offshore Drilling
DO
+$653K
5
BA icon
Boeing
BA
+$648K

Sector Composition

1 Technology 10.63%
2 Financials 8%
3 Healthcare 7.3%
4 Communication Services 7.25%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$370K 0.04%
3,096
-76
427
$368K 0.04%
2,353
+483
428
$367K 0.04%
+28,503
429
$367K 0.04%
5,366
+369
430
$365K 0.04%
12,405
+2,113
431
$365K 0.04%
4,941
-38
432
$364K 0.04%
5,695
+201
433
$364K 0.04%
13,242
+1,087
434
$363K 0.04%
2,652
-255
435
$362K 0.04%
+9,044
436
$362K 0.04%
2,935
+20
437
$360K 0.04%
23,660
-18,360
438
$360K 0.04%
3,424
-1,052
439
$358K 0.04%
4,905
-167
440
$357K 0.04%
2,440
+716
441
$357K 0.04%
16,399
+883
442
$356K 0.04%
3,606
-24
443
$354K 0.04%
63,209
+31,581
444
$352K 0.04%
4,141
+637
445
$352K 0.04%
4,551
+1,042
446
$352K 0.04%
13,500
-4,100
447
$349K 0.04%
4,672
+46
448
$349K 0.04%
+1,926
449
$348K 0.04%
2,617
-71
450
$347K 0.04%
5,355
+737
16 17
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