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
376
$790K 0.04%
7,123
+170
377
$789K 0.04%
3,473
+821
378
$784K 0.04%
+191,208
379
$782K 0.04%
42,249
+4,922
380
$780K 0.04%
18,277
+9,518
381
$779K 0.04%
3,658
+1,593
382
$775K 0.04%
2,346
+1,225
383
$774K 0.04%
15,720
+1,548
384
$773K 0.04%
+8,671
385
$772K 0.04%
7,345
-3,082
386
$772K 0.04%
8,864
+2,463
387
$763K 0.04%
8,066
+1,186
388
$761K 0.04%
22,553
-2,704
389
$758K 0.04%
10,609
+1,889
390
$753K 0.04%
11,885
-892
391
$752K 0.04%
31,159
+18,976
392
$751K 0.04%
36,378
+8,760
393
$744K 0.04%
19,287
-5,399
394
$741K 0.04%
15,029
+293
395
$731K 0.04%
38,676
+515
396
$731K 0.04%
9,734
+4,541
397
$731K 0.04%
3,999
+2,197
398
$727K 0.04%
47,942
+7,549
399
$727K 0.04%
7,132
+395
400
$726K 0.04%
8,823
+637
14 15
16
17 18