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
$757M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.81M
3
+$2.58M
4
FSK icon
FS KKR Capital
FSK
+$2.29M
5
T icon
AT&T
T
+$1.56M

Top Sells

1
+$3.58M
2
+$2.58M
3
+$2.46M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.87M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.86M

Sector Composition

1 Technology 10.14%
2 Financials 8.34%
3 Communication Services 7.34%
4 Healthcare 6.63%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$313K 0.04%
250
-20
452
$311K 0.04%
11,322
+190
453
$308K 0.04%
4,196
-6,495
454
$308K 0.04%
3,364
+99
455
$308K 0.04%
6,162
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456
$308K 0.04%
2,290
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457
$308K 0.04%
3,630
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458
$307K 0.04%
36,052
+4,474
459
$306K 0.04%
4,344
+1,377
460
$305K 0.04%
8,407
-73
461
$304K 0.04%
+12,705
462
$303K 0.04%
4,626
-56
463
$301K 0.04%
1,922
+81
464
$300K 0.04%
+3,712
465
$300K 0.04%
24,700
466
$298K 0.04%
6,044
+274
467
$298K 0.04%
14,578
-609
468
$297K 0.04%
12,931
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469
$297K 0.04%
15,500
+1,325
470
$295K 0.04%
7,944
+1,827
471
$295K 0.04%
+10,292
472
$293K 0.04%
1,542
-1,688
473
$292K 0.04%
14,584
-4,700
474
$292K 0.04%
3,333
-2,267
475
$291K 0.04%
6,072
+139
17 18
19
20 21