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
$602M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$4.22M
3 +$4.1M
4
WFC icon
Wells Fargo
WFC
+$2.91M
5
V icon
Visa
V
+$2.82M

Top Sells

1 +$11.1M
2 +$6.54M
3 +$3.34M
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$3.28M
5
NOV icon
NOV
NOV
+$3.1M

Sector Composition

1 Financials 8.96%
2 Healthcare 8.63%
3 Technology 8.55%
4 Communication Services 6.89%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$53K 0.01%
15,044
527
$53K 0.01%
+1,059
528
$51K 0.01%
110,000
+25,000
529
$45K 0.01%
+11,750
530
$44K 0.01%
12,676
531
$42K 0.01%
11,301
+679
532
$33K 0.01%
1,147
-58
533
$32K 0.01%
25
534
$30K 0.01%
1,300
535
0
536
$18K ﹤0.01%
+19,000
537
0
538
$8K ﹤0.01%
15,500
539
$2K ﹤0.01%
49
540
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541
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542
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543
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544
-4,304
545
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546
-1,930
547
-10,640
548
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549
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550
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