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
$757M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.81M
3
+$2.58M
4
FSK icon
FS KKR Capital
FSK
+$2.29M
5
T icon
AT&T
T
+$1.56M

Top Sells

1
+$3.58M
2
+$2.58M
3
+$2.46M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.87M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.86M

Sector Composition

1 Technology 10.14%
2 Financials 8.34%
3 Communication Services 7.34%
4 Healthcare 6.63%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.3%
21,153
+2,753
77
$2.22M 0.29%
31,923
+2,869
78
$2.2M 0.29%
56,485
+2,970
79
$2.2M 0.29%
39,630
+1,800
80
$2.2M 0.29%
7,427
+63
81
$2.19M 0.29%
18,453
+781
82
$2.17M 0.29%
13,255
+677
83
$2.14M 0.28%
40,830
+14,602
84
$2.11M 0.28%
38,076
-5,668
85
$2.1M 0.28%
10,272
-8,674
86
$2.07M 0.27%
18,091
-2,277
87
$1.98M 0.26%
34,082
-3,602
88
$1.96M 0.26%
57,104
+367
89
$1.95M 0.26%
8,003
+1,062
90
$1.95M 0.26%
80,210
-28,920
91
$1.93M 0.25%
20,762
+703
92
$1.91M 0.25%
29,199
+5,592
93
$1.9M 0.25%
13,718
+123
94
$1.89M 0.25%
59,045
-280
95
$1.86M 0.25%
11,871
+587
96
$1.84M 0.24%
21,165
-1,359
97
$1.84M 0.24%
22,030
+2,240
98
$1.83M 0.24%
17,946
-1,124
99
$1.82M 0.24%
44,832
-45,700
100
$1.82M 0.24%
16,668
-1,599
2 3
4
5 6