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
101
$1.81M 0.24%
100,160
+12,758
102
$1.79M 0.24%
78,075
+57,510
103
$1.76M 0.23%
15,966
+758
104
$1.75M 0.23%
10,363
+177
105
$1.71M 0.23%
15,450
+4,641
106
$1.69M 0.22%
27,459
-1,246
107
$1.69M 0.22%
161,398
+17,883
108
$1.68M 0.22%
51,224
+3,966
109
$1.68M 0.22%
15,286
-235
110
$1.67M 0.22%
11,752
-874
111
$1.66M 0.22%
8,421
+803
112
$1.65M 0.22%
33,817
-9,068
113
$1.63M 0.22%
58,978
+3,956
114
$1.61M 0.21%
24,061
-6,146
115
$1.58M 0.21%
18,611
-2,876
116
$1.56M 0.21%
11,323
+1,546
117
$1.56M 0.21%
19,783
-318
118
$1.54M 0.2%
21,016
-150
119
$1.5M 0.2%
4,373
+298
120
$1.49M 0.2%
18,408
+1,790
121
$1.48M 0.2%
33,890
+6,197
122
$1.48M 0.2%
13,081
+1,601
123
$1.48M 0.2%
17,707
+1,427
124
$1.47M 0.19%
49,958
+1,859
125
$1.46M 0.19%
+11,077
3 4
5
6 7