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
501
$116K 0.04%
+6,908
502
$115K 0.04%
+40,425
503
$115K 0.04%
+2,130
504
$114K 0.04%
+2,388
505
$113K 0.04%
+4,379
506
$113K 0.04%
+6,326
507
$113K 0.04%
+266
508
$113K 0.04%
+10,657
509
$113K 0.04%
+2,221
510
$113K 0.04%
+6,728
511
$112K 0.04%
+8,364
512
$112K 0.04%
+48
513
$112K 0.04%
+605
514
$112K 0.04%
+1,213
515
$112K 0.04%
+1,808
516
$111K 0.04%
+3,981
517
$111K 0.04%
+11,813
518
$110K 0.04%
+7,352
519
$110K 0.04%
+3,586
520
$109K 0.04%
+4,186
521
$109K 0.04%
+3,500
522
$109K 0.04%
+3,022
523
$109K 0.04%
+2,728
524
$108K 0.04%
+8,550
525
$108K 0.04%
+3,429
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