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
101
$681K 0.23%
+17,161
102
$677K 0.23%
+22,140
103
$676K 0.23%
+21,734
104
$658K 0.22%
+9,228
105
$653K 0.22%
+19,689
106
$643K 0.22%
+10,990
107
$640K 0.22%
+11,461
108
$640K 0.22%
+32,865
109
$639K 0.22%
+29,880
110
$638K 0.22%
+5,699
111
$637K 0.22%
+31,325
112
$636K 0.22%
+12,656
113
$632K 0.21%
+64,788
114
$626K 0.21%
+32,181
115
$623K 0.21%
+2,966
116
$618K 0.21%
+11,768
117
$613K 0.21%
+27,944
118
$608K 0.21%
+13,920
119
$603K 0.2%
+20,591
120
$595K 0.2%
+93,474
121
$594K 0.2%
+18,932
122
$593K 0.2%
+10,243
123
$591K 0.2%
+12,325
124
$590K 0.2%
+34,548
125
$586K 0.2%
+14,163
3 4
5
6 7