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
601
$679K 0.02%
11,323
+7,221
602
$674K 0.02%
5,682
+234
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$674K 0.02%
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$674K 0.02%
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607
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608
$666K 0.02%
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$666K 0.02%
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610
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10,272
-1,548
612
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3,615
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613
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15,130
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614
$662K 0.02%
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615
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14,150
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8,365
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620
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14,691
-10,594
621
$653K 0.02%
2,330
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$651K 0.02%
32,083
-120,203
623
$649K 0.02%
19,889
-25
624
$649K 0.02%
546
+8
625
$648K 0.02%
+5,673
23 24
25
26 27