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
276
$2.22M 0.07%
25,983
+2,174
277
$2.21M 0.07%
28,280
-3,124
278
$2.2M 0.07%
14,563
-349
279
$2.18M 0.07%
11,786
+215
280
$2.18M 0.07%
24,222
+21
281
$2.17M 0.07%
59,010
-2,120
282
$2.17M 0.07%
24,792
-2,890
283
$2.15M 0.07%
12,984
-308
284
$2.15M 0.07%
46,311
+83
285
$2.15M 0.07%
93,808
+3,411
286
$2.15M 0.07%
6,708
-7,160
287
$2.13M 0.07%
33,988
-14,209
288
$2.12M 0.07%
8,502
-136
289
$2.1M 0.07%
34,248
+10,592
290
$2.08M 0.07%
13,923
-1,257
291
$2.08M 0.07%
31,346
-12,905
292
$2.08M 0.07%
25,814
+21,214
293
$2.08M 0.07%
19,153
-12,521
294
$2.06M 0.07%
15,657
-3,922
295
$2.06M 0.07%
7,912
+1,048
296
$2.06M 0.07%
37,012
+26
297
$2.05M 0.07%
54,074
+11,589
298
$2.04M 0.07%
210,410
+14,700
299
$2.04M 0.07%
5,890
-1,039
300
$2.03M 0.07%
8,425
+4,078
10 11
12
13 14