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
$331M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.57M
3
+$1.93M
4
ROSG
Rosetta Genomics Ltd.
ROSG
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.7M

Top Sells

1
+$5.72M
2
+$3.3M
3
+$2.63M
4
MILL
MILLER ENERGY RESOURCES, INC COM STK
MILL
+$1.2M
5
T icon
AT&T
T
+$1.16M

Sector Composition

1 Technology 9.45%
2 Financials 8.88%
3 Energy 8.44%
4 Healthcare 6.47%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$163K 0.05%
2,514
-252
452
$163K 0.05%
3,254
+929
453
$162K 0.05%
1,951
+1
454
$162K 0.05%
10,900
+402
455
$161K 0.05%
+1,438
456
$161K 0.05%
+4,550
457
$161K 0.05%
+22,295
458
$160K 0.05%
+2,443
459
$160K 0.05%
2,396
+21
460
$159K 0.05%
2,344
-2,136
461
$159K 0.05%
3,034
-386
462
$158K 0.05%
1,500
463
$158K 0.05%
+2,074
464
$158K 0.05%
1,868
+223
465
$157K 0.05%
4,639
+682
466
$157K 0.05%
5,400
-1,685
467
$157K 0.05%
55
-20
468
$156K 0.05%
3,648
+908
469
$155K 0.05%
9,866
+5,117
470
$155K 0.05%
4,320
+1,460
471
$154K 0.05%
4,801
+1,975
472
$153K 0.05%
+6,812
473
$153K 0.05%
36,547
+212
474
$153K 0.05%
+4,146
475
$153K 0.05%
2,932
+2
17 18
19
20 21