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
651
$55K 0.02%
+4,000
652
$55K 0.02%
+4,345
653
$55K 0.02%
+2,155
654
$55K 0.02%
+10,100
655
$55K 0.02%
+15,500
656
$54K 0.02%
+15,000
657
$54K 0.02%
+5,900
658
$54K 0.02%
+4,911
659
$54K 0.02%
+4,267
660
$53K 0.02%
+17,841
661
$53K 0.02%
+8,650
662
$52K 0.02%
+927
663
$52K 0.02%
+7,425
664
$51K 0.02%
+4,702
665
$50K 0.02%
+8,920
666
$49K 0.02%
+7,009
667
$47K 0.02%
+1,273
668
$46K 0.02%
+7,836
669
$45K 0.02%
+10,025
670
$44K 0.01%
+8,400
671
$42K 0.01%
+35,500
672
$42K 0.01%
+6,688
673
$42K 0.01%
+5,757
674
$41K 0.01%
+6,645
675
$41K 0.01%
+810
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