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
$740M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.61M
3
+$7.31M
4
STEW
SRH Total Return Fund
STEW
+$7.31M
5
EMD
Western Asset Emerging Markets Debt Fund
EMD
+$4.57M

Top Sells

1
+$4.56M
2
+$4.45M
3
+$4.19M
4
WFC icon
Wells Fargo
WFC
+$4.09M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.87M

Sector Composition

1 Technology 8.6%
2 Financials 7.99%
3 Healthcare 7.62%
4 Communication Services 7.32%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.51M 0.2%
13,266
-761
127
$1.49M 0.2%
59,897
-3,045
128
$1.49M 0.2%
36,458
+705
129
$1.47M 0.2%
22,968
+17,734
130
$1.44M 0.19%
12,841
+182
131
$1.43M 0.19%
9,243
-214
132
$1.43M 0.19%
63,780
+10,564
133
$1.41M 0.19%
14,238
+805
134
$1.41M 0.19%
69,336
-899
135
$1.39M 0.19%
16,559
-12,742
136
$1.39M 0.19%
8,468
-380
137
$1.37M 0.19%
7,861
+1,578
138
$1.37M 0.18%
35,844
+573
139
$1.34M 0.18%
41,746
+14,858
140
$1.32M 0.18%
15,696
+1,763
141
$1.32M 0.18%
23,388
+3,529
142
$1.31M 0.18%
+79,399
143
$1.31M 0.18%
+38,700
144
$1.31M 0.18%
18,289
-5,963
145
$1.29M 0.17%
53,788
-1,414
146
$1.29M 0.17%
22,633
-10,989
147
$1.27M 0.17%
+17,285
148
$1.27M 0.17%
4,981
+578
149
$1.26M 0.17%
29,908
+1,422
150
$1.26M 0.17%
+18,925
4 5
6
7 8