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
351
$1.56M 0.05%
59,111
-35,355
352
$1.56M 0.05%
34,538
-3,961
353
$1.56M 0.05%
30,663
+2,891
354
$1.55M 0.05%
25,300
+793
355
$1.55M 0.05%
16,373
+295
356
$1.55M 0.05%
29,208
-11,431
357
$1.54M 0.05%
81,005
-12,791
358
$1.54M 0.05%
22,408
-9,716
359
$1.53M 0.05%
19,238
+1,637
360
$1.52M 0.05%
55,677
+1,401
361
$1.52M 0.05%
24,908
-13,284
362
$1.5M 0.05%
39,680
+3,010
363
$1.5M 0.05%
9,002
-81
364
$1.49M 0.05%
31,685
+16,479
365
$1.48M 0.05%
22,276
+16,601
366
$1.48M 0.05%
22,217
+6,457
367
$1.47M 0.05%
21,002
-9,610
368
$1.47M 0.05%
3,108
+710
369
$1.46M 0.05%
23,606
-19,083
370
$1.46M 0.05%
58,666
-71,423
371
$1.46M 0.05%
9,255
+246
372
$1.46M 0.05%
23,410
-232
373
$1.46M 0.05%
17,645
-51,407
374
$1.45M 0.05%
6,792
-1,620
375
$1.45M 0.05%
19,755
-12,171
13 14
15
16 17