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
$740M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.61M
3
+$7.31M
4
STEW
SRH Total Return Fund
STEW
+$7.31M
5
EMD
Western Asset Emerging Markets Debt Fund
EMD
+$4.57M

Top Sells

1
+$4.56M
2
+$4.45M
3
+$4.19M
4
WFC icon
Wells Fargo
WFC
+$4.09M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.87M

Sector Composition

1 Technology 8.6%
2 Financials 7.99%
3 Healthcare 7.62%
4 Communication Services 7.32%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$280K 0.04%
+10,001
477
$279K 0.04%
2,443
+368
478
$279K 0.04%
+2,934
479
$278K 0.04%
2,647
+19
480
$277K 0.04%
19,941
-6,627
481
$277K 0.04%
+2,274
482
$277K 0.04%
3,249
-16
483
$276K 0.04%
+6,030
484
$275K 0.04%
+2,305
485
$274K 0.04%
9,874
+1,594
486
$272K 0.04%
4,086
-353
487
$272K 0.04%
58,026
+21,536
488
$271K 0.04%
6,157
+82
489
$270K 0.04%
24,912
+1,781
490
$268K 0.04%
5,494
-55
491
$267K 0.04%
+8,650
492
$265K 0.04%
+12,708
493
$265K 0.04%
4,454
-29
494
$264K 0.04%
1,817
-663
495
$262K 0.04%
+20,896
496
$262K 0.04%
+6,098
497
$261K 0.04%
1,508
-234
498
$261K 0.04%
48,972
+10,529
499
$260K 0.04%
4,242
-80
500
$259K 0.04%
+49,576
18 19
20
21 22