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
$740M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.61M
3
+$7.31M
4
STEW
SRH Total Return Fund
STEW
+$7.31M
5
EMD
Western Asset Emerging Markets Debt Fund
EMD
+$4.57M

Top Sells

1
+$4.56M
2
+$4.45M
3
+$4.19M
4
WFC icon
Wells Fargo
WFC
+$4.09M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.87M

Sector Composition

1 Technology 8.6%
2 Financials 7.99%
3 Healthcare 7.62%
4 Communication Services 7.32%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.36M 0.45%
31,252
+3,519
52
$3.34M 0.45%
72,762
+2,234
53
$3.24M 0.44%
35,199
+440
54
$3.21M 0.43%
198,458
+173,992
55
$3.18M 0.43%
82,943
+15,326
56
$3.15M 0.43%
68,273
+9,111
57
$3.13M 0.42%
51,557
-67,345
58
$3.12M 0.42%
37,277
+5,565
59
$3.12M 0.42%
151,363
-62,775
60
$3.09M 0.42%
120,300
+8,580
61
$3.06M 0.41%
58,480
+11,460
62
$2.95M 0.4%
10,012
-35
63
$2.94M 0.4%
35,044
+5,760
64
$2.89M 0.39%
19,543
+4,849
65
$2.86M 0.39%
43,231
+5,907
66
$2.76M 0.37%
37,122
+491
67
$2.76M 0.37%
+40,359
68
$2.74M 0.37%
26,285
+6,838
69
$2.7M 0.36%
15,669
-1,891
70
$2.68M 0.36%
27,745
+1,554
71
$2.66M 0.36%
49,519
-2,976
72
$2.66M 0.36%
+62,619
73
$2.63M 0.36%
21,634
+753
74
$2.62M 0.35%
21,171
-1,216
75
$2.59M 0.35%
+166,828
1 2
3
4 5