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
601
$418K 0.02%
2,991
+1,025
602
$417K 0.02%
8,897
+602
603
$415K 0.02%
6,695
+1,475
604
$414K 0.02%
6,947
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605
$411K 0.02%
6,567
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606
$411K 0.02%
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607
$411K 0.02%
15,894
-336
608
$408K 0.02%
4,478
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609
$408K 0.02%
965
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610
$407K 0.02%
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611
$406K 0.02%
47,361
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612
$406K 0.02%
4,671
-34
613
$405K 0.02%
11,338
+3,912
614
$405K 0.02%
+10,202
615
$403K 0.02%
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616
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617
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618
$399K 0.02%
6,608
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619
$399K 0.02%
1,484
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620
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621
$395K 0.02%
16,160
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622
$394K 0.02%
+18,081
623
$393K 0.02%
7,154
+27
624
$393K 0.02%
5,834
+62
625
$393K 0.02%
+241
23 24
25
26 27