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
201
$343K 0.12%
+1,562
202
$340K 0.12%
+30,300
203
$337K 0.11%
+8,475
204
$335K 0.11%
+6,216
205
$332K 0.11%
+5,702
206
$331K 0.11%
+2,058
207
$330K 0.11%
+5,756
208
$330K 0.11%
+4,035
209
$330K 0.11%
+7,750
210
$328K 0.11%
+7,333
211
$328K 0.11%
+10,297
212
$327K 0.11%
+4,936
213
$323K 0.11%
+22,671
214
$323K 0.11%
+2,014
215
$320K 0.11%
+9,944
216
$319K 0.11%
+83
217
$316K 0.11%
+7,834
218
$315K 0.11%
+5,399
219
$313K 0.11%
+28,138
220
$313K 0.11%
+32,705
221
$313K 0.11%
+7,091
222
$312K 0.11%
+22,794
223
$309K 0.1%
+6,453
224
$308K 0.1%
+6,696
225
$305K 0.1%
+11,144
7 8
9
10 11