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
$840M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.25M
3
+$2.24M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$2.23M
5
ECC
Eagle Point Credit Co
ECC
+$1.85M

Top Sells

1
+$3.29M
2
+$1.46M
3
+$725K
4
DO
Diamond Offshore Drilling
DO
+$653K
5
BA icon
Boeing
BA
+$648K

Sector Composition

1 Technology 10.63%
2 Financials 8%
3 Healthcare 7.3%
4 Communication Services 7.25%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.46%
76,109
-10,480
52
$3.85M 0.46%
45,239
+1,339
53
$3.77M 0.45%
90,231
+5,929
54
$3.69M 0.44%
40,775
+105
55
$3.63M 0.43%
123,352
-1,630
56
$3.33M 0.4%
55,784
+286
57
$3.23M 0.38%
36,693
-155
58
$3.13M 0.37%
427,284
+7,288
59
$3.03M 0.36%
234,926
-2,780
60
$3.01M 0.36%
36,166
+3,083
61
$2.97M 0.35%
490,585
-57,888
62
$2.94M 0.35%
11,048
+743
63
$2.81M 0.33%
67,116
+3,764
64
$2.79M 0.33%
41,151
+7,069
65
$2.74M 0.33%
109,083
+14,273
66
$2.67M 0.32%
29,770
+293
67
$2.56M 0.31%
7,408
-19
68
$2.54M 0.3%
219,462
-3,702
69
$2.47M 0.29%
53,517
+677
70
$2.47M 0.29%
151,560
-2,154
71
$2.45M 0.29%
82,082
+326
72
$2.43M 0.29%
32,293
+370
73
$2.41M 0.29%
37,648
+664
74
$2.4M 0.29%
38,539
+463
75
$2.33M 0.28%
24,454
+2,424
1 2
3
4 5