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
676
$39K 0.01%
+8,590
677
$39K 0.01%
+10,000
678
$38K 0.01%
+5,687
679
$37K 0.01%
+900
680
$36K 0.01%
+6,795
681
$33K 0.01%
+8,100
682
$31K 0.01%
+6,500
683
$27K 0.01%
+22,560
684
$26K 0.01%
+22,000
685
$24K 0.01%
+843
686
$24K 0.01%
+12,500
687
$14K ﹤0.01%
+410
688
$13K ﹤0.01%
+1,509
689
$11K ﹤0.01%
+1,000