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

Top Buys

1
+$7.64M
2
+$3.69M
3
+$2.53M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.59M
5
ROSG
Rosetta Genomics Ltd.
ROSG
+$1.59M

Top Sells

1
+$5.6M
2
+$3.3M
3
+$2.46M
4
MILL
MILLER ENERGY RESOURCES, INC COM STK
MILL
+$1.2M
5
T icon
AT&T
T
+$1.1M

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%
+8
752
$6K ﹤0.01%
12,500
753
$5K ﹤0.01%
10,000
754
– –
-8,304
755
– –
-1,711
756
– –
-9,817
757
– –
-14,649
758
– –
-3,203
759
– –
-10,722
760
– –
-2,218
761
– –
-24,926
762
– –
-7,500
763
– –
-1,968
764
– –
-4,108
765
– –
-3,076
766
– –
-12,613
767
– –
-8,600
768
– –
-156,192
769
– –
-1,223
770
– –
-3,361
771
– –
-5,296
772
– –
-1,490
773
– –
-8,848
774
– –
-2,734
775
– –
-4,129
29 30
31
32 33