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
$494M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.12M
3
+$3.65M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.37M
5
EXP icon
Eagle Materials
EXP
+$3.35M

Top Sells

1
+$3.01M
2
+$2.57M
3
+$2.43M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.03M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.78M

Sector Composition

1 Healthcare 9.11%
2 Technology 8.93%
3 Communication Services 6.74%
4 Financials 6.13%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$209K 0.04%
+4,618
477
$208K 0.04%
8,030
-860
478
$208K 0.04%
+7,740
479
$207K 0.04%
26,881
+10,735
480
$207K 0.04%
1,677
-110
481
$205K 0.04%
3,885
-532
482
$205K 0.04%
5,053
-439
483
$205K 0.04%
+6,879
484
$205K 0.04%
+3,898
485
$204K 0.04%
+4,382
486
$203K 0.04%
+4,051
487
$202K 0.04%
+2,257
488
$201K 0.04%
2,737
-2,623
489
$201K 0.04%
+9,232
490
$198K 0.04%
42,946
+8,508
491
$196K 0.04%
12,767
-2,948
492
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+19,734
493
$193K 0.04%
19,748
-1,685
494
$191K 0.04%
13,470
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495
$190K 0.04%
10,014
-18
496
$187K 0.04%
+11,971
497
$185K 0.04%
+10,395
498
$185K 0.04%
19,062
+2,739
499
$185K 0.04%
13,969
-2,145
500
$184K 0.04%
1,169
+3
18 19
20
21 22