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
426
$674K 0.04%
12,242
+4,882
427
$674K 0.04%
1,715
+855
428
$673K 0.04%
47,565
+12,874
429
$673K 0.04%
64,867
+33,492
430
$672K 0.04%
+7,148
431
$670K 0.04%
3,538
+108
432
$669K 0.04%
34,888
-1,020
433
$669K 0.04%
12,714
-687
434
$664K 0.04%
8,562
+382
435
$663K 0.04%
4,569
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436
$663K 0.04%
24,615
-6,542
437
$655K 0.03%
52,474
+1,500
438
$651K 0.03%
1,106
+464
439
$650K 0.03%
6,019
+332
440
$649K 0.03%
9,117
+1,699
441
$648K 0.03%
21,184
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442
$648K 0.03%
21,081
+9,835
443
$646K 0.03%
5,507
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444
$644K 0.03%
20,417
-4,830
445
$643K 0.03%
47,455
-1,310
446
$643K 0.03%
3,965
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447
$639K 0.03%
42,003
-973
448
$639K 0.03%
4,080
+412
449
$637K 0.03%
8,246
+4,343
450
$635K 0.03%
2,972
+145
16 17
18
19 20