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
576
$223K 0.03%
2,205
-187
577
$223K 0.03%
8,954
-480
578
$221K 0.03%
5,945
+118
579
$221K 0.03%
3,504
-1,455
580
$221K 0.03%
+6,041
581
$220K 0.03%
54
-1
582
$219K 0.03%
+5,137
583
$218K 0.03%
6,172
-1,079
584
$217K 0.03%
3,490
-392
585
$217K 0.03%
42,043
-25,826
586
$216K 0.03%
1,735
-365
587
$216K 0.03%
11,988
+4,857
588
$216K 0.03%
+1,424
589
$215K 0.03%
2,998
-248
590
$214K 0.03%
2,768
-334
591
$214K 0.03%
771
-45
592
$213K 0.03%
1,906
-1,473
593
$213K 0.03%
31,650
+2,130
594
$213K 0.03%
3,138
+647
595
$212K 0.03%
+4,068
596
$212K 0.03%
19,061
+41
597
$210K 0.03%
+6,547
598
$209K 0.03%
+2,793
599
$209K 0.03%
+2,648
600
$208K 0.03%
+8,600
22 23
24
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