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
$295M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$7.24M
3
+$6.32M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.1M
5
T icon
AT&T
T
+$4.27M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.61%
2 Technology 6.42%
3 Financials 5.88%
4 Real Estate 5.04%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$845K 0.29%
+17,753
77
$830K 0.28%
+34,102
78
$821K 0.28%
+19,894
79
$820K 0.28%
+8,006
80
$808K 0.27%
+29,827
81
$806K 0.27%
+73,929
82
$796K 0.27%
+15,813
83
$777K 0.26%
+7,016
84
$770K 0.26%
+15,435
85
$759K 0.26%
+21,481
86
$754K 0.26%
+16,512
87
$737K 0.25%
+7,275
88
$736K 0.25%
+7,856
89
$735K 0.25%
+81,498
90
$735K 0.25%
+22,588
91
$735K 0.25%
+19,526
92
$728K 0.25%
+9,394
93
$719K 0.24%
+6,067
94
$718K 0.24%
+12,090
95
$717K 0.24%
+31,030
96
$711K 0.24%
+36,510
97
$701K 0.24%
+20,531
98
$701K 0.24%
+25,380
99
$685K 0.23%
+15,379
100
$682K 0.23%
+167
2 3
4
5 6