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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 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
726
-8,657
727
-3,504
728
-20,004
729
-11,077
730
-18,804
731
-5,269
732
-7,198
733
-11,044
734
-3,994
735
-10,033
736
-21,245
737
-3,314
738
-4,344
739
-34,495
740
-11,900
741
-13,035
742
-3,138
743
-2,986
744
-2,648
745
-22,207
746
-31,257
747
-1,466
748
-11,600
749
-14,578
750
-2,829