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
201
$671K 0.11%
8,719
+2,058
202
$669K 0.11%
8,287
+1,537
203
$669K 0.11%
30,340
-9,955
204
$666K 0.11%
14,705
+1,800
205
$665K 0.11%
8,149
-4,362
206
$649K 0.11%
13,817
-445
207
$645K 0.11%
34,218
+3,589
208
$642K 0.11%
+22,762
209
$641K 0.11%
70,801
-7,999
210
$640K 0.11%
6,733
+695
211
$638K 0.11%
9,126
+7
212
$638K 0.11%
13,221
+1,449
213
$637K 0.11%
9,111
+18
214
$627K 0.1%
4,448
-8
215
$626K 0.1%
8,583
-344
216
$626K 0.1%
+61,359
217
$624K 0.1%
32,879
+148
218
$621K 0.1%
11,472
-720
219
$619K 0.1%
15,302
+1,217
220
$608K 0.1%
12,564
+200
221
$604K 0.1%
6,819
222
$601K 0.1%
4,404
+1,092
223
$600K 0.1%
6,155
+2,677
224
$599K 0.1%
32,290
+14,470
225
$597K 0.1%
4,203
+2,344
7 8
9
10 11