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
526
$108K 0.04%
+11,804
527
$106K 0.04%
+3,109
528
$105K 0.04%
+370
529
$105K 0.04%
+7,005
530
$105K 0.04%
+5,400
531
$105K 0.04%
+19,637
532
$104K 0.04%
+2,527
533
$104K 0.04%
+4,590
534
$103K 0.04%
+4,709
535
$103K 0.04%
+4,100
536
$102K 0.03%
+5,907
537
$102K 0.03%
+2,480
538
$102K 0.03%
+2,577
539
$102K 0.03%
+9,022
540
$102K 0.03%
+4,555
541
$102K 0.03%
+2,938
542
$101K 0.03%
+6,190
543
$101K 0.03%
+4,020
544
$100K 0.03%
+4,000
545
$100K 0.03%
+778
546
$99K 0.03%
+2,063
547
$99K 0.03%
+2,154
548
$99K 0.03%
+5,758
549
$99K 0.03%
+5,264
550
$98K 0.03%
+3,418
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