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
$602M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.22M
3
+$4.1M
4
WFC icon
Wells Fargo
WFC
+$2.91M
5
V icon
Visa
V
+$2.82M

Top Sells

1
+$11.1M
2
+$6.54M
3
+$3.34M
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$3.28M
5
NOV icon
NOV
NOV
+$3.1M

Sector Composition

1 Financials 8.96%
2 Healthcare 8.63%
3 Technology 8.55%
4 Communication Services 6.89%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$235K 0.04%
12,744
-825
452
$234K 0.04%
+11,300
453
$234K 0.04%
10,312
-401
454
$233K 0.04%
+10,765
455
$232K 0.04%
5,027
-244
456
$232K 0.04%
3,570
-843
457
$231K 0.04%
11,500
+500
458
$230K 0.04%
+1,363
459
$229K 0.04%
7,021
-101
460
$229K 0.04%
+8,280
461
$228K 0.04%
2,075
+141
462
$228K 0.04%
+4,050
463
$228K 0.04%
934
+13
464
$227K 0.04%
+1,263
465
$225K 0.04%
+3,732
466
$225K 0.04%
+5,573
467
$225K 0.04%
+1,742
468
$223K 0.04%
7,610
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469
$220K 0.04%
1,935
-80
470
$220K 0.04%
36,490
-823
471
$220K 0.04%
6,339
+1,508
472
$219K 0.04%
+1,628
473
$215K 0.04%
+863
474
$215K 0.04%
+4,468
475
$215K 0.04%
+1,577
17 18
19
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