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
151
$928K 0.15%
35,440
+1,184
152
$920K 0.15%
50,823
-5,247
153
$912K 0.15%
16,247
-6,831
154
$911K 0.15%
16,604
+882
155
$909K 0.15%
5,529
-431
156
$898K 0.15%
26,888
+4,487
157
$896K 0.15%
56,050
-6,400
158
$890K 0.15%
4,771
+1,685
159
$885K 0.15%
32,906
-2,643
160
$878K 0.15%
5,967
+231
161
$874K 0.15%
11,209
+717
162
$867K 0.14%
7,239
+122
163
$834K 0.14%
7,444
+267
164
$828K 0.14%
5,545
+155
165
$822K 0.14%
27,305
-7,915
166
$818K 0.14%
18,661
+838
167
$816K 0.14%
3,576
-11
168
$808K 0.13%
13,837
+3,186
169
$807K 0.13%
5,945
+95
170
$798K 0.13%
9,883
+428
171
$795K 0.13%
6,697
-150
172
$795K 0.13%
12,362
+287
173
$792K 0.13%
9,531
+1,778
174
$786K 0.13%
3,822
-548
175
$781K 0.13%
20,820
+444
5 6
7
8 9