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
451
$1.12M 0.04%
10,186
-3,709
452
$1.11M 0.04%
41,711
+11,729
453
$1.11M 0.04%
8,430
-909
454
$1.1M 0.04%
6,666
+206
455
$1.1M 0.04%
10,941
+890
456
$1.1M 0.04%
23,893
-245
457
$1.09M 0.04%
8,666
-9
458
$1.09M 0.04%
28,802
+2,741
459
$1.09M 0.04%
10,702
-2,695
460
$1.09M 0.04%
+46,100
461
$1.08M 0.04%
2,959
-991
462
$1.08M 0.04%
27,823
+387
463
$1.08M 0.04%
41,613
+20,351
464
$1.07M 0.04%
14,142
-1,115
465
$1.07M 0.04%
8,078
-6,111
466
$1.06M 0.03%
42,042
-32,232
467
$1.06M 0.03%
18,447
-1,496
468
$1.06M 0.03%
24,797
-340
469
$1.06M 0.03%
19,746
-5,103
470
$1.06M 0.03%
+15,500
471
$1.05M 0.03%
26,227
+10,762
472
$1.05M 0.03%
5,033
-2,104
473
$1.05M 0.03%
+14,417
474
$1.05M 0.03%
+7,548
475
$1.04M 0.03%
58,275
+1,965
17 18
19
20 21