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
101
$1.59M 0.27%
14,027
+518
102
$1.58M 0.26%
62,942
-175
103
$1.55M 0.26%
13,941
+10
104
$1.54M 0.26%
16,839
-2,370
105
$1.52M 0.25%
21,445
-679
106
$1.51M 0.25%
151,182
+35,844
107
$1.48M 0.25%
35,753
-590
108
$1.47M 0.24%
13,628
+478
109
$1.47M 0.24%
21,265
+115
110
$1.46M 0.24%
9,478
-28
111
$1.42M 0.24%
55,311
+27,372
112
$1.42M 0.24%
35,271
+535
113
$1.4M 0.23%
18,849
+4,830
114
$1.36M 0.23%
12,659
+1,715
115
$1.35M 0.22%
11,621
+343
116
$1.34M 0.22%
9,457
-6
117
$1.33M 0.22%
124,471
-4,694
118
$1.33M 0.22%
70,235
+9,044
119
$1.31M 0.22%
28,486
+924
120
$1.28M 0.21%
79,517
+39,747
121
$1.23M 0.2%
53,216
+9,606
122
$1.21M 0.2%
13,433
+584
123
$1.17M 0.2%
19,859
+2,057
124
$1.17M 0.19%
6,283
+737
125
$1.17M 0.19%
13,067
+2,104
3 4
5
6 7