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
476
$593K 0.03%
2,770
+1
477
$593K 0.03%
10,168
+659
478
$592K 0.03%
7,096
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479
$585K 0.03%
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480
$585K 0.03%
4,814
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481
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20,250
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482
$573K 0.03%
2,421
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483
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4,826
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484
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21,288
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485
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486
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3,250
+1,020
487
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8,166
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488
$565K 0.03%
3,659
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489
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+21,734
490
$562K 0.03%
4,394
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491
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7,488
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493
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494
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87,024
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495
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15,150
-1,389
496
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+22,819
497
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+2,056
498
$550K 0.03%
232
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499
$549K 0.03%
21,542
+5,880
500
$545K 0.03%
327
+56
18 19
20
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