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
126
$584K 0.2%
+25,386
127
$583K 0.2%
+9,897
128
$580K 0.2%
+3,504
129
$577K 0.2%
+23,363
130
$576K 0.2%
+22,740
131
$576K 0.2%
+1,440
132
$576K 0.2%
+7,373
133
$568K 0.19%
+45,196
134
$568K 0.19%
+13,313
135
$566K 0.19%
+6,225
136
$563K 0.19%
+32,511
137
$561K 0.19%
+5,680
138
$550K 0.19%
+8,279
139
$546K 0.19%
+41,700
140
$541K 0.18%
+46,237
141
$534K 0.18%
+34,528
142
$531K 0.18%
+25,268
143
$529K 0.18%
+5,158
144
$516K 0.18%
+16,680
145
$512K 0.17%
+50,863
146
$506K 0.17%
+40,812
147
$501K 0.17%
+5,864
148
$489K 0.17%
+36,215
149
$488K 0.17%
+106,187
150
$487K 0.17%
+24,181
4 5
6
7 8