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
$432M
AUM Growth
-$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1 +$2.95M
2 +$2.49M
3 +$2.07M
4
GNL icon
Global Net Lease
GNL
+$1.14M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$1.13M

Top Sells

1 +$10.5M
2 +$3.59M
3 +$1.78M
4
AAPL icon
Apple
AAPL
+$1.74M
5
MPVD
Mountain Province Diamonds Inc.
MPVD
+$1.38M

Sector Composition

1 Technology 8.89%
2 Healthcare 8.35%
3 Financials 6.13%
4 Communication Services 5.8%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$60K 0.01%
43
+6
527
$60K 0.01%
17,200
-1,300
528
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26,000
529
$57K 0.01%
3,019
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530
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84,700
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531
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11,191
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532
$53K 0.01%
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533
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534
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28,662
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535
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537
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89,000
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538
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539
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180,000
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541
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$35K 0.01%
265,450
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545
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546
$30K 0.01%
988
547
$24K 0.01%
3,981
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$23K 0.01%
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549
0
550
$12K ﹤0.01%
33,101
-29,147