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
$740M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.61M
3
+$7.31M
4
STEW
SRH Total Return Fund
STEW
+$7.31M
5
EMD
Western Asset Emerging Markets Debt Fund
EMD
+$4.57M

Top Sells

1
+$4.56M
2
+$4.45M
3
+$4.19M
4
WFC icon
Wells Fargo
WFC
+$4.09M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.87M

Sector Composition

1 Technology 8.6%
2 Financials 7.99%
3 Healthcare 7.62%
4 Communication Services 7.32%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$221K 0.03%
+2,375
552
$220K 0.03%
7,095
-437
553
$219K 0.03%
13,881
+3,029
554
$218K 0.03%
9,606
-300
555
$216K 0.03%
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556
$216K 0.03%
+2,989
557
$215K 0.03%
+2,830
558
$215K 0.03%
2,455
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559
$214K 0.03%
2,272
-33
560
$214K 0.03%
+627
561
$213K 0.03%
+3,312
562
$211K 0.03%
11,104
-2,639
563
$211K 0.03%
+1,311
564
$211K 0.03%
+2,575
565
$211K 0.03%
12,785
+41
566
$211K 0.03%
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567
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569
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570
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571
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572
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573
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4,068
-583
574
$205K 0.03%
867
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575
$205K 0.03%
18,095
+3,950
21 22
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