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
401
$1.29M 0.04%
5,392
+766
402
$1.29M 0.04%
73,579
+6,144
403
$1.29M 0.04%
21,966
-5,119
404
$1.29M 0.04%
12,575
-15,395
405
$1.28M 0.04%
+69,916
406
$1.28M 0.04%
+25,732
407
$1.28M 0.04%
3,110
+1,524
408
$1.27M 0.04%
56,787
-23,501
409
$1.26M 0.04%
42,958
+9,194
410
$1.26M 0.04%
36,124
+11,144
411
$1.25M 0.04%
22,067
+4,055
412
$1.25M 0.04%
5,817
+2,180
413
$1.25M 0.04%
17,348
-5,361
414
$1.25M 0.04%
4,865
+459
415
$1.24M 0.04%
52,414
+126
416
$1.23M 0.04%
28,557
-13,107
417
$1.23M 0.04%
2,509
+191
418
$1.23M 0.04%
3,545
+78
419
$1.23M 0.04%
4,012
+2,141
420
$1.22M 0.04%
24,541
-953
421
$1.22M 0.04%
5,053
-5,187
422
$1.22M 0.04%
3,615
+382
423
$1.22M 0.04%
3,050
+477
424
$1.21M 0.04%
93,011
-24,416
425
$1.21M 0.04%
24,619
-1,178
15 16
17
18 19