BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$602M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.22M
3
+$4.1M
4
WFC icon
Wells Fargo
WFC
+$2.91M
5
V icon
Visa
V
+$2.82M

Top Sells

1
+$11.1M
2
+$6.54M
3
+$3.34M
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$3.28M
5
NOV icon
NOV
NOV
+$3.1M

Sector Composition

1 Financials 8.96%
2 Healthcare 8.63%
3 Technology 8.55%
4 Communication Services 6.89%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.08M 0.35%
54,138
+2,890
77
$2.08M 0.35%
14,694
+5,697
78
$2.07M 0.34%
56,376
+2,120
79
$2.06M 0.34%
24,070
-490
80
$2.05M 0.34%
458,680
+81,600
81
$2.04M 0.34%
32,664
82
$2.02M 0.34%
10,290
+1,006
83
$1.98M 0.33%
50,870
+9,770
84
$1.97M 0.33%
24,252
-2,018
85
$1.96M 0.33%
54,625
+9,360
86
$1.94M 0.32%
40,895
-366
87
$1.86M 0.31%
25,465
+1,120
88
$1.86M 0.31%
71,880
-1,620
89
$1.81M 0.3%
8,848
-314
90
$1.81M 0.3%
22,100
+3,367
91
$1.8M 0.3%
33,622
+17,323
92
$1.75M 0.29%
15,956
+3,705
93
$1.73M 0.29%
51,031
+217
94
$1.68M 0.28%
24,566
+4,414
95
$1.67M 0.28%
49,572
-6,133
96
$1.67M 0.28%
14,983
+658
97
$1.66M 0.28%
5,329
+1,629
98
$1.65M 0.27%
20,706
+10,322
99
$1.64M 0.27%
50,298
+3,041
100
$1.61M 0.27%
48,705
+25,506
2 3
4
5 6