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
601
$81K 0.03%
+3,593
602
$81K 0.03%
+20,000
603
$80K 0.03%
+106
604
$80K 0.03%
+6,400
605
$80K 0.03%
+3,200
606
$79K 0.03%
+28,500
607
$79K 0.03%
+8,055
608
$78K 0.03%
+2,870
609
$78K 0.03%
+4,445
610
$78K 0.03%
+5,034
611
$76K 0.03%
+6,531
612
$75K 0.03%
+7,386
613
$75K 0.03%
+4,146
614
$75K 0.03%
+3,950
615
$75K 0.03%
+5,122
616
$74K 0.03%
+638
617
$73K 0.02%
+9,545
618
$72K 0.02%
+3,475
619
$72K 0.02%
+6,006
620
$72K 0.02%
+5,843
621
$72K 0.02%
+4,449
622
$72K 0.02%
+11,194
623
$72K 0.02%
+4,000
624
$71K 0.02%
+4,616
625
$71K 0.02%
+16,999
23 24
25
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