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
476
$128K 0.04%
+3,043
477
$128K 0.04%
+5,748
478
$127K 0.04%
+3,242
479
$127K 0.04%
+9,431
480
$127K 0.04%
+6,035
481
$126K 0.04%
+1,902
482
$125K 0.04%
+2,404
483
$124K 0.04%
+4,131
484
$124K 0.04%
+2,417
485
$124K 0.04%
+9,738
486
$124K 0.04%
+5,023
487
$123K 0.04%
+8,012
488
$123K 0.04%
+2,393
489
$123K 0.04%
+3,777
490
$123K 0.04%
+4,319
491
$123K 0.04%
+1,761
492
$123K 0.04%
+6,116
493
$122K 0.04%
+3,674
494
$122K 0.04%
+3,652
495
$122K 0.04%
+12,965
496
$120K 0.04%
+2,800
497
$120K 0.04%
+5,825
498
$120K 0.04%
+21,498
499
$117K 0.04%
+4,350
500
$117K 0.04%
+2,408
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