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 9.42%
2 Financials 8.88%
3 Energy 8.44%
4 Healthcare 6.47%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$12K ﹤0.01%
+400
752
$6K ﹤0.01%
12,500
753
$5K ﹤0.01%
10,000
754
– –
-14,649
755
– –
-3,203
756
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-1,459
757
– –
-8,406
758
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-30,391
759
– –
-2,388
760
– –
-2,526
761
– –
-4,964
762
– –
-5,372
763
– –
-3,076
764
– –
-2,734
765
– –
-4,129
766
– –
-11,063
767
– –
-7,247
768
– –
-4,626
769
– –
-14
770
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-3,944
771
– –
-5,000
772
– –
-8,000
773
– –
-38,000
774
– –
-2,058
775
– –
-3,036
29 30
31
32 33