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
$740M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.61M
3
+$7.31M
4
STEW
SRH Total Return Fund
STEW
+$7.31M
5
EMD
Western Asset Emerging Markets Debt Fund
EMD
+$4.57M

Top Sells

1
+$4.56M
2
+$4.45M
3
+$4.19M
4
WFC icon
Wells Fargo
WFC
+$4.09M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.87M

Sector Composition

1 Technology 8.6%
2 Financials 7.99%
3 Healthcare 7.62%
4 Communication Services 7.32%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$299K 0.04%
85
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452
$298K 0.04%
2,283
-37
453
$298K 0.04%
+17,445
454
$297K 0.04%
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456
$296K 0.04%
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$296K 0.04%
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$294K 0.04%
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-7
460
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461
$290K 0.04%
13,722
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462
$289K 0.04%
9,024
-3,955
463
$289K 0.04%
5,371
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464
$289K 0.04%
1,952
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465
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466
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468
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$283K 0.04%
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470
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471
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13,959
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472
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6,797
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473
$281K 0.04%
+9,092
474
$281K 0.04%
4,853
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475
$280K 0.04%
+2,206
17 18
19
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