BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$740M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.61M
3
+$7.31M
4
STEW
SRH Total Return Fund
STEW
+$7.31M
5
EMD
Western Asset Emerging Markets Debt Fund
EMD
+$4.57M

Top Sells

1
+$4.56M
2
+$4.45M
3
+$4.19M
4
WFC icon
Wells Fargo
WFC
+$4.09M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.87M

Sector Composition

1 Technology 8.6%
2 Financials 7.99%
3 Healthcare 7.62%
4 Communication Services 7.32%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$136K 0.02%
+11,927
602
$133K 0.02%
+10,045
603
$132K 0.02%
11,325
-6,339
604
$126K 0.02%
1,955
-777
605
$124K 0.02%
2,071
+195
606
$121K 0.02%
+17,388
607
$121K 0.02%
11,723
+248
608
$114K 0.02%
+12,233
609
$113K 0.02%
+10,546
610
$112K 0.02%
10,875
-7,600
611
$103K 0.01%
13,702
-132
612
$101K 0.01%
57,346
-42,600
613
$101K 0.01%
+25,146
614
$99K 0.01%
+321
615
$89K 0.01%
17,300
-10,500
616
$83K 0.01%
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617
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618
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619
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28,179
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620
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1,485
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622
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623
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+809
624
$66K 0.01%
120,000
+10,000
625
$64K 0.01%
28,716
+1,200
23 24
25
26 27