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
626
$70K 0.02%
+3,400
627
$69K 0.02%
+1,064
628
$68K 0.02%
+5,100
629
$67K 0.02%
+1,600
630
$67K 0.02%
+6,174
631
$67K 0.02%
+33,562
632
$66K 0.02%
+4,632
633
$66K 0.02%
+17,612
634
$65K 0.02%
+3,741
635
$65K 0.02%
+5,162
636
$64K 0.02%
+4,084
637
$63K 0.02%
+6,625
638
$63K 0.02%
+5,397
639
$63K 0.02%
+15,215
640
$62K 0.02%
+9,492
641
$62K 0.02%
+6,000
642
$61K 0.02%
+4,500
643
$61K 0.02%
+4,426
644
$61K 0.02%
+1,005
645
$60K 0.02%
+4,724
646
$59K 0.02%
+4,431
647
$59K 0.02%
+4,022
648
$59K 0.02%
+7,065
649
$59K 0.02%
+11,950
650
$58K 0.02%
+3,800
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