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
26
$1.74M 0.59%
+88,994
27
$1.74M 0.59%
+26,215
28
$1.69M 0.57%
+54,372
29
$1.61M 0.55%
+18,545
30
$1.58M 0.54%
+168,706
31
$1.56M 0.53%
+47,887
32
$1.55M 0.53%
+34,669
33
$1.54M 0.52%
+38,507
34
$1.52M 0.52%
+38,654
35
$1.49M 0.51%
+22,256
36
$1.47M 0.5%
+29,887
37
$1.46M 0.5%
+195,585
38
$1.45M 0.49%
+12,763
39
$1.44M 0.49%
+57,957
40
$1.43M 0.48%
+27,035
41
$1.42M 0.48%
+29,240
42
$1.42M 0.48%
+38,800
43
$1.41M 0.48%
+16,665
44
$1.4M 0.48%
+11,766
45
$1.4M 0.47%
+27,250
46
$1.39M 0.47%
+131,634
47
$1.38M 0.47%
+31,144
48
$1.36M 0.46%
+16,494
49
$1.27M 0.43%
+52,279
50
$1.26M 0.43%
+20,908
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