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
$331M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$2.57M
3
+$1.93M
4
ROSG
Rosetta Genomics Ltd.
ROSG
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.7M

Top Sells

1
+$5.72M
2
+$3.3M
3
+$2.63M
4
MILL
MILLER ENERGY RESOURCES, INC COM STK
MILL
+$1.2M
5
T icon
AT&T
T
+$1.16M

Sector Composition

1 Technology 9.45%
2 Financials 8.88%
3 Energy 8.44%
4 Healthcare 6.47%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$51K 0.02%
+5,493
727
$51K 0.02%
4,750
-3,750
728
$49K 0.01%
33,500
+1,500
729
$49K 0.01%
+1,700
730
$47K 0.01%
7,474
731
$47K 0.01%
1,128
+190
732
$46K 0.01%
+7,880
733
$46K 0.01%
1,100
734
$45K 0.01%
3,921
735
$45K 0.01%
+4,986
736
$44K 0.01%
5,973
-1,245
737
$42K 0.01%
+667
738
$40K 0.01%
+5,114
739
$40K 0.01%
5,320
+20
740
$38K 0.01%
6,255
-3,333
741
$37K 0.01%
12,141
-4,300
742
$35K 0.01%
7,831
-22,778
743
$33K 0.01%
923
+110
744
$31K 0.01%
+8,500
745
$30K 0.01%
393
-1,384
746
$28K 0.01%
1,509
747
$27K 0.01%
1,315
+112
748
$26K 0.01%
15,467
-47,069
749
$19K 0.01%
274
-16
750
$14K ﹤0.01%
+1,500
28 29
30
31 32