BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$602M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.22M
3
+$4.1M
4
WFC icon
Wells Fargo
WFC
+$2.91M
5
V icon
Visa
V
+$2.82M

Top Sells

1
+$11.1M
2
+$6.54M
3
+$3.34M
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$3.28M
5
NOV icon
NOV
NOV
+$3.1M

Sector Composition

1 Financials 8.96%
2 Healthcare 8.63%
3 Technology 8.55%
4 Communication Services 6.89%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.45%
22,387
+5,253
52
$2.71M 0.45%
111,720
+65,890
53
$2.7M 0.45%
77,778
+12,586
54
$2.67M 0.44%
36,631
+3,424
55
$2.56M 0.42%
10,047
-347
56
$2.53M 0.42%
20,881
+4,982
57
$2.47M 0.41%
29,301
+17,041
58
$2.45M 0.41%
31,712
+8,220
59
$2.43M 0.4%
45,284
-7,102
60
$2.4M 0.4%
37,324
+5,110
61
$2.38M 0.4%
91,265
-2,882
62
$2.33M 0.39%
26,191
-583
63
$2.32M 0.39%
29,284
+7,458
64
$2.28M 0.38%
67,617
-2,504
65
$2.25M 0.37%
47,020
+940
66
$2.25M 0.37%
59,162
-366
67
$2.24M 0.37%
25,208
+3,799
68
$2.22M 0.37%
27,860
+953
69
$2.18M 0.36%
14,685
+2,783
70
$2.17M 0.36%
15,989
+1,115
71
$2.17M 0.36%
19,521
+2,559
72
$2.16M 0.36%
48,284
+16,766
73
$2.16M 0.36%
90,305
-6,145
74
$2.13M 0.35%
46,589
+11,280
75
$2.1M 0.35%
25,696
-472
1 2
3
4 5