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
$295M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$7.24M
3
+$6.32M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.1M
5
T icon
AT&T
T
+$4.27M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.61%
2 Technology 6.42%
3 Financials 5.88%
4 Real Estate 5.04%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$140K 0.05%
+13,434
452
$140K 0.05%
+4,600
453
$140K 0.05%
+1,664
454
$139K 0.05%
+4,669
455
$139K 0.05%
+10,770
456
$139K 0.05%
+5,600
457
$138K 0.05%
+3,157
458
$137K 0.05%
+3,852
459
$137K 0.05%
+10,317
460
$137K 0.05%
+3,235
461
$136K 0.05%
+2,837
462
$136K 0.05%
+729
463
$135K 0.05%
+1,508
464
$135K 0.05%
+1,631
465
$134K 0.05%
+5,674
466
$134K 0.05%
+3,148
467
$134K 0.05%
+4,649
468
$134K 0.05%
+2,506
469
$134K 0.05%
+2,107
470
$133K 0.05%
+5,270
471
$133K 0.05%
+4,208
472
$133K 0.05%
+3,492
473
– –
0
474
$131K 0.04%
+5,540
475
$130K 0.04%
+7,848
17 18
19
20 21