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
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729
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730
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732
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733
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735
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736
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739
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740
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741
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742
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745
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746
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747
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748
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749
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750
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-1,466
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