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
$3.05B
AUM Growth
-$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,549
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$7.15M
3
+$6.82M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.91M
5
AEM icon
Agnico Eagle Mines
AEM
+$5.59M

Top Sells

1
+$10.1M
2
+$10.1M
3
+$9.86M
4
CAT icon
Caterpillar
CAT
+$8.77M
5
LULU icon
lululemon athletica
LULU
+$8.63M

Sector Composition

1 Technology 16.09%
2 Healthcare 7.02%
3 Consumer Discretionary 6.42%
4 Financials 5.96%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.49M 0.08%
16,740
+914
252
$2.46M 0.08%
5,504
-1,866
253
$2.46M 0.08%
4,412
-1,791
254
$2.45M 0.08%
11,006
-4,498
255
$2.45M 0.08%
17,924
-349
256
$2.44M 0.08%
33,636
-145
257
$2.44M 0.08%
281,039
-6,516
258
$2.43M 0.08%
15,321
+2,285
259
$2.43M 0.08%
8,042
+352
260
$2.42M 0.08%
22,554
+11,827
261
$2.42M 0.08%
45,187
-3,556
262
$2.41M 0.08%
60,934
+4,918
263
$2.36M 0.08%
10,038
+780
264
$2.34M 0.08%
25,979
-5,627
265
$2.33M 0.08%
1,139
+31
266
$2.33M 0.08%
23,713
+914
267
$2.31M 0.08%
4,223
+20
268
$2.31M 0.08%
33,297
-9,522
269
$2.3M 0.08%
9,213
+3,037
270
$2.3M 0.08%
64,526
+999
271
$2.3M 0.08%
356,445
+279,795
272
$2.28M 0.07%
46,447
+12,332
273
$2.27M 0.07%
165,496
+5,345
274
$2.24M 0.07%
8,794
-685
275
$2.23M 0.07%
23,553
-281
9 10
11
12 13