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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
801
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-4,783
802
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-6,872
803
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-22,638
804
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-6,252
805
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-1,044
806
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-67,000
807
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-5,938
808
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-2,058
809
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-1,459
810
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-8,406
811
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-30,391
812
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-2,388
813
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-2,526
814
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-4,964
815
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-5,372
816
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-6,238
817
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-170,000
818
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-5,400
819
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-8,147
820
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821
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-7,700
822
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-20,000
823
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-1,900
824
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-3,751
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