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
626
$146K 0.02%
12,148
+240
627
$144K 0.02%
20,459
-25
628
$143K 0.02%
+15,113
629
$143K 0.02%
12,064
+1,660
630
$141K 0.02%
461
-775
631
$136K 0.02%
14,124
-1,343
632
$136K 0.02%
10,549
+53
633
$133K 0.02%
+11,600
634
$133K 0.02%
16,325
+2,600
635
$129K 0.02%
16,613
+2,400
636
$128K 0.02%
11,044
+83
637
$128K 0.02%
17,940
+7,060
638
$124K 0.02%
18,658
+841
639
$124K 0.02%
23,825
-800
640
$123K 0.02%
16,500
+3,000
641
$122K 0.02%
15,837
-1,346
642
$115K 0.02%
1,431
-69
643
$114K 0.02%
11,264
644
$112K 0.01%
2,499
-9
645
$112K 0.01%
11,114
-364
646
$104K 0.01%
+13,253
647
$100K 0.01%
11,857
-141
648
$87K 0.01%
17,801
-295
649
$86K 0.01%
1,035
+490
650
$75K 0.01%
3,080
+1,560
24 25
26
27 28