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
551
$240K 0.03%
3,189
+353
552
$240K 0.03%
4,600
-2,489
553
$239K 0.03%
9,576
+70
554
$238K 0.03%
3,509
+205
555
$237K 0.03%
4,674
-1,602
556
$236K 0.03%
9,089
+1,934
557
$236K 0.03%
+15,400
558
$235K 0.03%
2,328
-634
559
$235K 0.03%
+2,369
560
$234K 0.03%
+2,636
561
$233K 0.03%
12,814
-764
562
$232K 0.03%
724
+62
563
$232K 0.03%
4,987
564
$232K 0.03%
2,357
-476
565
$230K 0.03%
1,724
-1,300
566
$230K 0.03%
18,275
567
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+776
568
$228K 0.03%
+1,668
569
$226K 0.03%
11,500
570
$225K 0.03%
+1,301
571
$225K 0.03%
+11,841
572
$225K 0.03%
13,603
+125
573
$224K 0.03%
2,326
+17
574
$224K 0.03%
+2,645
575
$224K 0.03%
13,991
+1,552
21 22
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