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
551
$98K 0.03%
+3,175
552
$97K 0.03%
+4,394
553
$97K 0.03%
+2,101
554
$96K 0.03%
+4,653
555
$96K 0.03%
+2,178
556
$96K 0.03%
+8,000
557
$96K 0.03%
+12,218
558
$96K 0.03%
+5,473
559
$95K 0.03%
+6,624
560
$95K 0.03%
+7,409
561
$94K 0.03%
+5,000
562
$94K 0.03%
+2,137
563
$93K 0.03%
+2,257
564
$93K 0.03%
+9
565
$93K 0.03%
+8,623
566
$92K 0.03%
+5,003
567
$92K 0.03%
+3,380
568
$91K 0.03%
+6,407
569
$91K 0.03%
+3,814
570
$91K 0.03%
+2,200
571
$90K 0.03%
+5,000
572
$90K 0.03%
+2,375
573
$89K 0.03%
+4,211
574
$89K 0.03%
+1,054
575
$89K 0.03%
+53,000
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