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

Top Buys

1
+$3.29M
2
+$2.26M
3
+$2.23M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$2.21M
5
ECC
Eagle Point Credit Company
ECC
+$1.89M

Top Sells

1
+$3.29M
2
+$1.46M
3
+$725K
4
DO
Diamond Offshore Drilling
DO
+$653K
5
ESV
Ensco Rowan plc
ESV
+$646K

Sector Composition

1 Technology 10.63%
2 Financials 8%
3 Communication Services 7.35%
4 Healthcare 7.3%
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%
163,528
-19,296
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%
64,586
+740
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