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
501
$258K 0.03%
8,385
-614
502
$257K 0.03%
+4,003
503
$257K 0.03%
5,683
-92
504
$256K 0.03%
3,163
-407
505
$255K 0.03%
+4,831
506
$255K 0.03%
+8,035
507
$254K 0.03%
13,530
-10,648
508
$254K 0.03%
35,078
+10,748
509
$254K 0.03%
+3,202
510
$250K 0.03%
+18,275
511
$249K 0.03%
+4,188
512
$248K 0.03%
3,034
-50
513
$247K 0.03%
+2,474
514
$247K 0.03%
+1,667
515
$247K 0.03%
1,867
-158
516
$245K 0.03%
+9,079
517
$245K 0.03%
13,703
-1,166
518
$244K 0.03%
2,834
-3
519
$244K 0.03%
12,555
+1,790
520
$244K 0.03%
4,704
+167
521
$244K 0.03%
16,300
+250
522
$242K 0.03%
+5,820
523
$241K 0.03%
2,225
+77
524
$241K 0.03%
4,682
+214
525
$240K 0.03%
+1,412
19 20
21
22 23