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
551
$11K ﹤0.01%
4,575
-5,434
552
$10K ﹤0.01%
34,500
+5,000
553
$8K ﹤0.01%
1,509
554
$3K ﹤0.01%
122
555
$3K ﹤0.01%
+12,000
556
-1
557
$1K ﹤0.01%
15,866
-18
558
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559
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560
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561
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562
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563
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564
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573
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575
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