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
276
$1.26M 0.07%
16,268
+142
277
$1.25M 0.07%
22,908
-1,021
278
$1.23M 0.07%
8,353
+16
279
$1.22M 0.06%
8,748
+287
280
$1.21M 0.06%
23,474
+567
281
$1.21M 0.06%
182,496
+134,461
282
$1.21M 0.06%
22,391
+1,542
283
$1.21M 0.06%
5,702
+2,165
284
$1.2M 0.06%
33,174
+1,583
285
$1.19M 0.06%
17,245
+5,387
286
$1.18M 0.06%
12,803
+595
287
$1.18M 0.06%
31,067
+1,506
288
$1.16M 0.06%
14,387
+7,053
289
$1.15M 0.06%
5,585
+2,560
290
$1.13M 0.06%
56,163
+1,163
291
$1.13M 0.06%
37,114
-1,746
292
$1.09M 0.06%
+20,569
293
$1.09M 0.06%
4,728
+849
294
$1.08M 0.06%
5,118
+1,931
295
$1.08M 0.06%
8,271
+507
296
$1.07M 0.06%
4,528
-4
297
$1.07M 0.06%
30,736
+4,458
298
$1.07M 0.06%
10,310
+2,085
299
$1.07M 0.06%
5,314
+357
300
$1.06M 0.06%
17,721
-95
10 11
12
13 14