We are live on ! Find out more
BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
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
+$2.94M
2
+$2.81M
3
+$2.37M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$2.24M
5
T icon
AT&T
T
+$1.62M

Top Sells

1
+$3.44M
2
+$2.58M
3
+$2.44M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.87M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.84M

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
676
– –
-4,996
677
– –
-22,746
678
– –
-11,159
679
– –
-6,107
680
– –
-120,000
681
– –
-8,201
682
– –
-18,401
683
– –
-5,760
684
– –
-14,499
685
– –
-11,954
686
– –
-7,780
687
– –
-19,664
688
– –
-12,942
689
– –
-10,267
690
– –
-2,248
691
– –
-3,156
692
– –
-3,968
693
– –
-10,490
694
– –
-4,059
695
– –
-28,179
696
– –
-2,113
697
– –
-8,586
698
– –
-10,063
699
– –
-988
700
– –
-11,240
26 27
28
29 30