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
576
$445K 0.02%
+2,043
577
$444K 0.02%
17,440
-5,040
578
$443K 0.02%
24,024
+11,100
579
$443K 0.02%
7,327
+1,400
580
$439K 0.02%
66,490
+18,833
581
$439K 0.02%
+1,412
582
$439K 0.02%
123,605
+62,000
583
$438K 0.02%
+11,927
584
$438K 0.02%
1,194
+493
585
$436K 0.02%
4,364
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586
$436K 0.02%
11,903
+1,413
587
$433K 0.02%
27,656
+5,126
588
$432K 0.02%
1,207
+33
589
$432K 0.02%
2,260
-775
590
$432K 0.02%
6,573
-1,415
591
$430K 0.02%
17,635
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592
$429K 0.02%
4,421
+256
593
$429K 0.02%
18,055
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594
$425K 0.02%
19,780
+5,554
595
$425K 0.02%
16,546
+1,905
596
$423K 0.02%
160,000
+14,000
597
$421K 0.02%
8,598
+3,624
598
$420K 0.02%
2,120
+1,018
599
$420K 0.02%
4,658
+804
600
$418K 0.02%
104,086
+18,909
22 23
24
25 26