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
151
$485K 0.16%
+39,262
152
$484K 0.16%
+23,772
153
$477K 0.16%
+40,286
154
$475K 0.16%
+6,250
155
$474K 0.16%
+10,508
156
$472K 0.16%
+72,810
157
$466K 0.16%
+10,359
158
$457K 0.16%
+15,879
159
$456K 0.15%
+74,631
160
$455K 0.15%
+27,970
161
$454K 0.15%
+10,164
162
$452K 0.15%
+21,886
163
$450K 0.15%
+11,340
164
$450K 0.15%
+15,861
165
$446K 0.15%
+40,600
166
$444K 0.15%
+17,269
167
$442K 0.15%
+4,956
168
$434K 0.15%
+45,865
169
$431K 0.15%
+90,488
170
$425K 0.14%
+10,291
171
$424K 0.14%
+6,390
172
$422K 0.14%
+14,775
173
$422K 0.14%
+5,322
174
$408K 0.14%
+100,044
175
$408K 0.14%
+3,871
5 6
7
8 9