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
176
$402K 0.14%
+12,288
177
$400K 0.14%
+18,147
178
$396K 0.13%
+5,136
179
$395K 0.13%
+11,708
180
$393K 0.13%
+16,620
181
$391K 0.13%
+5,165
182
$387K 0.13%
+8,032
183
$385K 0.13%
+36,141
184
$378K 0.13%
+3,134
185
$371K 0.13%
+51,917
186
$370K 0.13%
+19,517
187
$368K 0.12%
+14,835
188
$368K 0.12%
+14,042
189
$365K 0.12%
+20,002
190
$365K 0.12%
+9,189
191
$363K 0.12%
+2,398
192
$362K 0.12%
+46,257
193
$361K 0.12%
+6,356
194
$358K 0.12%
+15,425
195
$356K 0.12%
+12,623
196
$355K 0.12%
+27,999
197
$354K 0.12%
+8,727
198
$353K 0.12%
+42,946
199
$353K 0.12%
+8,200
200
$346K 0.12%
+6,195
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