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
176
$773K 0.13%
31,155
-2,962
177
$772K 0.13%
65,213
+31,537
178
$771K 0.13%
26,548
+663
179
$769K 0.13%
5,434
-509
180
$766K 0.13%
13,622
-1,180
181
$743K 0.12%
13,744
+5,688
182
$739K 0.12%
5,909
+741
183
$737K 0.12%
8,828
+7,525
184
$735K 0.12%
5,100
+1,860
185
$732K 0.12%
7,375
-1,401
186
$728K 0.12%
19,000
-1,500
187
$723K 0.12%
9,516
+4,749
188
$723K 0.12%
+12,241
189
$721K 0.12%
33,887
+1,086
190
$716K 0.12%
13,242
-539
191
$714K 0.12%
13,542
+1,246
192
$713K 0.12%
13,200
+937
193
$707K 0.12%
8,735
-3,484
194
$705K 0.12%
30,407
-1,056
195
$705K 0.12%
13,562
-5,257
196
$696K 0.12%
9,887
-1,234
197
$692K 0.12%
11,045
+1,145
198
$685K 0.11%
22,680
+12,498
199
$683K 0.11%
10,484
-504
200
$674K 0.11%
27,926
-2,837
6 7
8
9 10