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
$295M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$7.24M
3
+$6.32M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.1M
5
T icon
AT&T
T
+$4.27M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.61%
2 Technology 6.42%
3 Financials 5.88%
4 Real Estate 5.04%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$89K 0.03%
+11,000
577
$88K 0.03%
+3,483
578
$88K 0.03%
+3,650
579
$88K 0.03%
+3,000
580
$88K 0.03%
+3,250
581
$87K 0.03%
+4,639
582
$87K 0.03%
+605
583
$87K 0.03%
+5,000
584
$87K 0.03%
+19,333
585
$87K 0.03%
+4,300
586
$87K 0.03%
+5,000
587
$87K 0.03%
+4,368
588
$86K 0.03%
+6,034
589
$85K 0.03%
+2,491
590
$85K 0.03%
+2,487
591
$85K 0.03%
+3,829
592
$84K 0.03%
+6,520
593
$84K 0.03%
+10,000
594
$84K 0.03%
+2,530
595
$82K 0.03%
+1,510
596
$82K 0.03%
+37,575
597
$81K 0.03%
+5,415
598
$81K 0.03%
+4,504
599
$81K 0.03%
+3,851
600
$81K 0.03%
+3,124
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