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
601
$228K 0.03%
+3,428
602
$228K 0.03%
766
-5
603
$228K 0.03%
+2,492
604
$228K 0.03%
2,346
-11
605
$227K 0.03%
1,134
-167
606
$227K 0.03%
+815
607
$226K 0.03%
+8,093
608
$224K 0.03%
3,013
+15
609
$224K 0.03%
11,500
610
$224K 0.03%
+2,471
611
$224K 0.03%
+2,587
612
$223K 0.03%
+7,838
613
$223K 0.03%
+9,950
614
$222K 0.03%
47,100
+5,057
615
$222K 0.03%
+3,189
616
$219K 0.03%
1,678
-433
617
$219K 0.03%
+3,858
618
$218K 0.03%
706
-18
619
$218K 0.03%
6,709
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620
$216K 0.03%
4,043
621
$216K 0.03%
14,334
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622
$215K 0.03%
5,664
-281
623
$215K 0.03%
+10,147
624
$214K 0.03%
+13,913
625
$214K 0.03%
12,753
-850
23 24
25
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