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
$331M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.57M
3
+$1.93M
4
ROSG
Rosetta Genomics Ltd.
ROSG
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.7M

Top Sells

1
+$5.72M
2
+$3.3M
3
+$2.63M
4
MILL
MILLER ENERGY RESOURCES, INC COM STK
MILL
+$1.2M
5
T icon
AT&T
T
+$1.16M

Sector Composition

1 Technology 9.45%
2 Financials 8.88%
3 Energy 8.44%
4 Healthcare 6.47%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$75K 0.02%
2,348
-62
677
$75K 0.02%
3,741
678
$75K 0.02%
+3,710
679
$75K 0.02%
14,210
+1,460
680
$74K 0.02%
6,750
681
$74K 0.02%
+2,851
682
$74K 0.02%
5,000
683
$74K 0.02%
+5,000
684
$73K 0.02%
+4,182
685
$73K 0.02%
3,677
-7,296
686
$73K 0.02%
583
+369
687
$73K 0.02%
1,135
+222
688
$73K 0.02%
+4,610
689
$73K 0.02%
+7,355
690
$72K 0.02%
10,853
+291
691
$72K 0.02%
4,146
692
$72K 0.02%
4,447
-815
693
$70K 0.02%
5,843
694
$70K 0.02%
8,702
+29
695
$69K 0.02%
7,356
-100
696
$69K 0.02%
+3,165
697
$69K 0.02%
7,050
-1,200
698
$68K 0.02%
463
+45
699
$68K 0.02%
22,815
-8,000
700
$68K 0.02%
6,395
+74
26 27
28
29 30