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
51
$1.25M 0.43%
+11,684
52
$1.23M 0.42%
+214,686
53
$1.19M 0.4%
+19,363
54
$1.15M 0.39%
+17,078
55
$1.15M 0.39%
+32,718
56
$1.13M 0.38%
+20,019
57
$1.13M 0.38%
+126,500
58
$1.06M 0.36%
+23,790
59
$1.04M 0.35%
+22,919
60
$1.01M 0.34%
+11,905
61
$1M 0.34%
+250,000
62
$965K 0.33%
+9,748
63
$964K 0.33%
+74,990
64
$956K 0.32%
+11,665
65
$926K 0.31%
+15,913
66
$909K 0.31%
+4,977
67
$903K 0.31%
+13,783
68
$894K 0.3%
+82,815
69
$883K 0.3%
+61,878
70
$879K 0.3%
+11,140
71
$877K 0.3%
+5,468
72
$876K 0.3%
+3,690
73
$875K 0.3%
+11,179
74
$874K 0.3%
+61,041
75
$846K 0.29%
+10,255
1 2
3
4 5