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
26
$4.83M 0.8%
20,930
+1,694
27
$4.69M 0.78%
214,138
-61,382
28
$4.57M 0.76%
72,030
+3,782
29
$4.26M 0.71%
118,704
+50,944
30
$4.22M 0.7%
25,815
+4,545
31
$4.21M 0.7%
79,681
+12,622
32
$4.13M 0.69%
64,822
-1,000
33
$4.03M 0.67%
79,752
+7,320
34
$3.9M 0.65%
115,164
+1,184
35
$3.76M 0.62%
26,886
+16,722
36
$3.75M 0.62%
31,897
-501
37
$3.7M 0.62%
47,992
+23,900
38
$3.67M 0.61%
39,114
+5,902
39
$3.29M 0.55%
25,413
+856
40
$3.21M 0.53%
52,495
-160
41
$3.18M 0.53%
70,528
+962
42
$3.16M 0.53%
34,759
-389
43
$3.12M 0.52%
38,005
+1,419
44
$3.04M 0.51%
120,045
+769
45
$3.03M 0.5%
26,123
-1,469
46
$2.95M 0.49%
49,923
+3,984
47
$2.84M 0.47%
19,447
+332
48
$2.83M 0.47%
64,933
+23,921
49
$2.75M 0.46%
17,560
+27
50
$2.74M 0.45%
27,733
-525
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