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
426
$1.21M 0.04%
7,947
-3,077
427
$1.2M 0.04%
57,161
-7,741
428
$1.2M 0.04%
25,923
-1,193
429
$1.2M 0.04%
8,604
+365
430
$1.19M 0.04%
22,486
-2,633
431
$1.19M 0.04%
14,397
+729
432
$1.19M 0.04%
19,990
-19,112
433
$1.19M 0.04%
56,877
+1,143
434
$1.19M 0.04%
89,799
-33
435
$1.18M 0.04%
42,731
+2,679
436
$1.17M 0.04%
23,947
+1,444
437
$1.17M 0.04%
55,440
-102
438
$1.17M 0.04%
36,900
-33,550
439
$1.17M 0.04%
8,870
-858
440
$1.17M 0.04%
19,496
-4,170
441
$1.16M 0.04%
77,682
+10,432
442
$1.16M 0.04%
7,602
-381
443
$1.16M 0.04%
26,254
-209
444
$1.15M 0.04%
2,989
+56
445
$1.14M 0.04%
26,348
-2,850
446
$1.14M 0.04%
6,588
-2,636
447
$1.14M 0.04%
13,142
+1,122
448
$1.12M 0.04%
24,171
+15,015
449
$1.12M 0.04%
1,605
-61
450
$1.12M 0.04%
11,135
-19,417
16 17
18
19 20