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
26
$5.07M 0.67%
117,843
-1,710
27
$5.03M 0.66%
106,078
-308
28
$5.03M 0.66%
51,410
-263
29
$4.89M 0.65%
124,980
+29,370
30
$4.87M 0.64%
86,260
+7,700
31
$4.69M 0.62%
17,273
+1,483
32
$4.64M 0.61%
55,671
+33,731
33
$4.64M 0.61%
35,010
+1,886
34
$4.6M 0.61%
108,894
+9,497
35
$4.56M 0.6%
51,382
+1,786
36
$4.47M 0.59%
22,923
-22
37
$4.47M 0.59%
26,019
+504
38
$4.42M 0.58%
86,589
+11,177
39
$4.31M 0.57%
34,085
+2,267
40
$4.21M 0.56%
38,417
-23,536
41
$4.15M 0.55%
312,836
-19,219
42
$4.08M 0.54%
688,720
+101,320
43
$3.84M 0.51%
27,333
-2,538
44
$3.83M 0.51%
68,680
+24,100
45
$3.83M 0.51%
15,337
+853
46
$3.81M 0.5%
77,471
-7,371
47
$3.63M 0.48%
43,900
+1,800
48
$3.61M 0.48%
63,496
+2,381
49
$3.59M 0.47%
34,233
+4,264
50
$3.52M 0.47%
124,982
-3,125
1
2
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