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
$331M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.57M
3
+$1.93M
4
ROSG
Rosetta Genomics Ltd.
ROSG
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.7M

Top Sells

1
+$5.72M
2
+$3.3M
3
+$2.63M
4
MILL
MILLER ENERGY RESOURCES, INC COM STK
MILL
+$1.2M
5
T icon
AT&T
T
+$1.16M

Sector Composition

1 Technology 9.45%
2 Financials 8.88%
3 Energy 8.44%
4 Healthcare 6.47%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$123K 0.04%
6,006
+606
552
$123K 0.04%
6,750
553
$123K 0.04%
4,488
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554
$123K 0.04%
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-2,290
555
$123K 0.04%
6,162
-355
556
$122K 0.04%
5,850
+1,650
557
$122K 0.04%
11,038
558
$121K 0.04%
4,704
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559
$121K 0.04%
+2,018
560
$121K 0.04%
6,737
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561
$120K 0.04%
+3,806
562
$120K 0.04%
5,375
-4,075
563
$119K 0.04%
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$119K 0.04%
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565
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3,260
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568
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571
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572
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14,720
-3,486
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$117K 0.04%
9,100
-500
574
$115K 0.03%
+2,510
575
$115K 0.03%
3,491
-4,468
21 22
23
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