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
$1.88B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$8.76M
3
+$8.76M
4
BABA icon
Alibaba
BABA
+$8.73M
5
TTD icon
Trade Desk
TTD
+$6.75M

Top Sells

1
+$6.7M
2
+$6.51M
3
+$5.85M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.12M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.82M

Sector Composition

1 Technology 15.3%
2 Healthcare 7.8%
3 Consumer Discretionary 7.47%
4 Communication Services 5.95%
5 Financials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.46M 0.08%
49,565
+1,045
252
$1.45M 0.08%
10,465
+6,066
253
$1.44M 0.08%
56,665
+105
254
$1.44M 0.08%
5,688
+1,032
255
$1.44M 0.08%
39,984
+3,553
256
$1.43M 0.08%
47,602
+2,191
257
$1.43M 0.08%
57,090
+13,122
258
$1.43M 0.08%
7,109
+2,021
259
$1.42M 0.08%
24,635
+209
260
$1.42M 0.08%
18,822
+7,782
261
$1.4M 0.07%
11,963
+1,177
262
$1.38M 0.07%
11,950
+3,533
263
$1.37M 0.07%
14,614
+1,332
264
$1.37M 0.07%
7,506
+1,410
265
$1.35M 0.07%
39,171
+3,925
266
$1.32M 0.07%
18,208
+244
267
$1.32M 0.07%
46,517
+21,193
268
$1.31M 0.07%
5,657
-441
269
$1.29M 0.07%
9,267
+37
270
$1.28M 0.07%
11,851
+114
271
$1.28M 0.07%
15,841
-289
272
$1.28M 0.07%
27,482
+175
273
$1.27M 0.07%
28,714
+5,329
274
$1.27M 0.07%
28,418
+3,692
275
$1.27M 0.07%
10,570
+734
9 10
11
12 13