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
126
$1.17M 0.19%
13,933
+1,013
127
$1.15M 0.19%
128,857
-30,803
128
$1.14M 0.19%
21,313
+900
129
$1.14M 0.19%
21,457
+2,973
130
$1.14M 0.19%
66,173
-9,822
131
$1.13M 0.19%
43,268
+169
132
$1.12M 0.19%
8,053
-1,656
133
$1.11M 0.18%
35,558
+98
134
$1.11M 0.18%
68,576
+21,700
135
$1.1M 0.18%
87,519
-11,448
136
$1.09M 0.18%
16,839
+11,122
137
$1.08M 0.18%
21,504
-923
138
$1.06M 0.18%
7,865
-1,491
139
$1.05M 0.17%
13,159
-1,411
140
$1.04M 0.17%
4,403
+905
141
$1.03M 0.17%
+14,525
142
$1.02M 0.17%
5,639
-2,240
143
$1.02M 0.17%
11,801
-6,626
144
$1.01M 0.17%
11,715
+1,156
145
$997K 0.17%
11,188
+1,658
146
$974K 0.16%
48,523
-2,711
147
$940K 0.16%
18,862
-6,159
148
$934K 0.16%
4,996
-561
149
$932K 0.15%
55,202
-4,070
150
$929K 0.15%
51,081
-387
4 5
6
7 8