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
26
$2.14M 0.65%
42,869
+15,221
27
$2.13M 0.64%
59,038
-2,321
28
$2.02M 0.61%
27,105
+17,935
29
$1.92M 0.58%
31,541
+2,373
30
$1.91M 0.58%
17,049
+2,854
31
$1.87M 0.57%
36,022
+775
32
$1.87M 0.57%
41,840
+3,240
33
$1.86M 0.56%
75,143
+6,667
34
$1.84M 0.56%
30,964
+1,324
35
$1.84M 0.56%
+30,757
36
$1.79M 0.54%
51,752
+5,476
37
$1.69M 0.51%
31,140
-3,287
38
$1.5M 0.45%
29,930
-1,355
39
$1.49M 0.45%
17,462
+2,600
40
$1.47M 0.45%
29,437
-330
41
$1.47M 0.44%
56,943
-9,724
42
$1.42M 0.43%
14,307
-2,938
43
$1.39M 0.42%
36,996
+6,797
44
$1.38M 0.42%
35,673
-4,101
45
$1.37M 0.42%
149,359
+1,020
46
$1.37M 0.41%
18,632
-1,308
47
$1.34M 0.41%
22,535
+710
48
$1.33M 0.4%
24,620
+840
49
$1.32M 0.4%
18,817
+1,011
50
$1.32M 0.4%
126,992
-7,461
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