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
476
$153K 0.05%
+3,687
477
$153K 0.05%
+1,928
478
$152K 0.05%
4,700
+200
479
$152K 0.05%
16,106
-5,478
480
$151K 0.05%
10,900
+2,569
481
$151K 0.05%
18,957
-3,055
482
$150K 0.05%
+1,220
483
$150K 0.05%
12,386
+459
484
$149K 0.05%
6,297
-223
485
$149K 0.05%
+1,497
486
$149K 0.05%
+7,792
487
$149K 0.05%
4,372
+20
488
$149K 0.05%
+4,141
489
$149K 0.05%
4,254
+1,154
490
$149K 0.05%
1,752
+215
491
$149K 0.05%
+2,095
492
$149K 0.05%
11,832
+76
493
$148K 0.04%
14,616
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494
$148K 0.04%
11,000
+5,900
495
$147K 0.04%
5,016
+1,322
496
$147K 0.04%
2,758
497
$147K 0.04%
+1,738
498
$146K 0.04%
+1,385
499
$146K 0.04%
9,350
+43
500
$145K 0.04%
1,687
18 19
20
21 22