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
$757M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.81M
3
+$2.58M
4
FSK icon
FS KKR Capital
FSK
+$2.29M
5
T icon
AT&T
T
+$1.56M

Top Sells

1
+$3.58M
2
+$2.58M
3
+$2.46M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.87M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.86M

Sector Composition

1 Technology 10.14%
2 Financials 8.34%
3 Communication Services 7.34%
4 Healthcare 6.63%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$257K 0.03%
14,702
-550
527
$256K 0.03%
+7,269
528
$256K 0.03%
4,677
+515
529
$256K 0.03%
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530
$254K 0.03%
3,669
-1,166
531
$253K 0.03%
17,328
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532
$253K 0.03%
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533
$252K 0.03%
2,261
-17
534
$252K 0.03%
5,669
+402
535
$250K 0.03%
861
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536
$250K 0.03%
+11,319
537
$250K 0.03%
6,361
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538
$249K 0.03%
+6,075
539
$249K 0.03%
8,725
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540
$249K 0.03%
3,425
-444
541
$248K 0.03%
25,558
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542
$247K 0.03%
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543
$247K 0.03%
2,679
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545
$247K 0.03%
4,548
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546
$244K 0.03%
4,860
-973
547
$243K 0.03%
13,390
+100
548
$241K 0.03%
2,444
+53
549
$240K 0.03%
4,043
-192
550
$240K 0.03%
+3,049
20 21
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