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
$757M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.81M
3
+$2.58M
4
FSK icon
FS KKR Capital
FSK
+$2.29M
5
T icon
AT&T
T
+$1.56M

Top Sells

1
+$3.58M
2
+$2.58M
3
+$2.46M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$1.87M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.86M

Sector Composition

1 Technology 10.14%
2 Financials 8.34%
3 Communication Services 7.34%
4 Healthcare 6.63%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.22M 0.16%
17,520
+55
152
$1.22M 0.16%
48,076
+5,318
153
$1.22M 0.16%
8,892
+2,236
154
$1.2M 0.16%
22,849
+4,229
155
$1.19M 0.16%
8,747
+1,945
156
$1.18M 0.16%
30,386
-10,300
157
$1.17M 0.16%
55,496
+3,150
158
$1.17M 0.15%
6,342
+555
159
$1.15M 0.15%
10,518
+318
160
$1.14M 0.15%
5,912
+451
161
$1.14M 0.15%
13,622
+820
162
$1.14M 0.15%
35,364
+54
163
$1.12M 0.15%
6,860
+443
164
$1.12M 0.15%
11,628
-8
165
$1.11M 0.15%
9,437
+558
166
$1.11M 0.15%
13,931
-1,726
167
$1.11M 0.15%
21,959
-2,071
168
$1.11M 0.15%
21,667
+2,219
169
$1.09M 0.14%
15,415
-1,646
170
$1.09M 0.14%
8,035
+1,177
171
$1.06M 0.14%
119
+48
172
$1.05M 0.14%
11,243
+56
173
$1.04M 0.14%
20,105
+301
174
$1.03M 0.14%
6,557
+461
175
$1.03M 0.14%
6,291
+438
5 6
7
8 9