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
526
$902K 0.03%
+33,006
527
$901K 0.03%
5,566
-251
528
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43,311
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529
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5,404
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530
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531
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+40,096
532
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11,326
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533
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534
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8,656
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535
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536
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1,533
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537
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76,044
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538
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539
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7,855
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540
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11,662
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545
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101,583
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546
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3,707
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4,152
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548
$818K 0.03%
7,090
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549
$818K 0.03%
2,375
-434
550
$812K 0.03%
17,812
-1,131
20 21
22
23 24