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
476
$214K 0.04%
+6,918
477
$214K 0.04%
+12,804
478
$213K 0.04%
7,172
-166
479
$213K 0.04%
9,906
-99
480
$211K 0.04%
+4,025
481
$211K 0.04%
14,655
-2,505
482
$210K 0.03%
+4,537
483
$208K 0.03%
+3,641
484
$208K 0.03%
2,148
-648
485
$208K 0.03%
+2,031
486
$206K 0.03%
+5,102
487
$206K 0.03%
14,553
-18
488
$205K 0.03%
+4,432
489
$205K 0.03%
+38,443
490
$205K 0.03%
+10,990
491
$204K 0.03%
+2,305
492
$204K 0.03%
16,050
-2,795
493
$203K 0.03%
5,134
-2,138
494
$203K 0.03%
+2,735
495
$202K 0.03%
+1,050
496
$202K 0.03%
11,015
-3,121
497
$196K 0.03%
33,992
-8,315
498
$196K 0.03%
3,541
+570
499
$193K 0.03%
+13,743
500
$189K 0.03%
14,387
+2,912
18 19
20
21 22