BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
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
Utilities Select Sector SPDR Fund
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
26
$13.4M 0.71%
99,208
+14,457
27
$13.1M 0.7%
40,483
+2,883
28
$12.9M 0.69%
45,988
+23,306
29
$12.7M 0.67%
82,852
+10,978
30
$11.8M 0.63%
39,561
+5,761
31
$11.7M 0.63%
71,262
-498
32
$11.7M 0.62%
198,795
+24,533
33
$11.7M 0.62%
367,662
+14,911
34
$11.4M 0.61%
137,552
+16,804
35
$10.8M 0.58%
848,080
+222,240
36
$10.8M 0.57%
148,060
+980
37
$10.5M 0.56%
37,702
-2,043
38
$10.3M 0.55%
477,233
+32,621
39
$10.2M 0.55%
33,217
+4,185
40
$10.1M 0.54%
234,449
+28,176
41
$10M 0.53%
131,740
+13,678
42
$9.25M 0.49%
84,997
-142
43
$9.21M 0.49%
126,260
+12,320
44
$9.18M 0.49%
82,040
+4,157
45
$9.17M 0.49%
168,992
+8,897
46
$9.02M 0.48%
132,008
+19,048
47
$9.01M 0.48%
150,218
+27,322
48
$8.8M 0.47%
64,458
+6,054
49
$8.79M 0.47%
18,079
+3,837
50
$8.65M 0.46%
70,675
+5,693
1
2
3 4 5