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
501
$145K 0.04%
+2,214
502
$144K 0.04%
+1,632
503
$144K 0.04%
+6,439
504
$143K 0.04%
6,690
+1,310
505
$143K 0.04%
+10,692
506
$142K 0.04%
13,685
+68
507
$142K 0.04%
1,946
+188
508
$142K 0.04%
5,650
-550
509
$142K 0.04%
1,893
-699
510
$142K 0.04%
4,776
+2,173
511
$141K 0.04%
1,764
+702
512
$140K 0.04%
5,800
513
$140K 0.04%
2,829
514
$140K 0.04%
+4,624
515
$140K 0.04%
+3,501
516
$139K 0.04%
5,547
+1,013
517
$139K 0.04%
+3,054
518
$138K 0.04%
2,921
-3,930
519
$138K 0.04%
5,916
-1,903
520
$137K 0.04%
10,520
-8,941
521
$135K 0.04%
2,658
+158
522
$135K 0.04%
+4,758
523
$135K 0.04%
3,310
524
$135K 0.04%
2,156
+181
525
$134K 0.04%
10,195
+1,279
19 20
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