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
$840M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.25M
3
+$2.24M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$2.23M
5
ECC
Eagle Point Credit Co
ECC
+$1.85M

Top Sells

1
+$3.29M
2
+$1.46M
3
+$725K
4
DO
Diamond Offshore Drilling
DO
+$653K
5
BA icon
Boeing
BA
+$648K

Sector Composition

1 Technology 10.63%
2 Financials 8%
3 Healthcare 7.3%
4 Communication Services 7.25%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$258K 0.03%
3,544
+54
552
$258K 0.03%
9,238
+513
553
$258K 0.03%
4,230
-1,237
554
$254K 0.03%
6,205
+1,419
555
$253K 0.03%
+9,425
556
$253K 0.03%
2,795
+159
557
$253K 0.03%
6,961
-420
558
$252K 0.03%
8,656
-1,340
559
$252K 0.03%
12,144
-1,529
560
$251K 0.03%
22,633
-1,814
561
$250K 0.03%
4,642
-1,010
562
$250K 0.03%
2,444
563
$250K 0.03%
6,772
+600
564
$249K 0.03%
16,718
+1,935
565
$248K 0.03%
1,639
-29
566
$248K 0.03%
100
+3
567
$248K 0.03%
1,676
-511
568
$247K 0.03%
5,296
-1,522
569
$247K 0.03%
+14,950
570
$247K 0.03%
10,582
+869
571
$247K 0.03%
19,044
-1,104
572
$245K 0.03%
9,750
+661
573
$244K 0.03%
4,148
+5
574
$243K 0.03%
4,258
+190
575
$242K 0.03%
5,549
+412
21 22
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