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
626
$647K 0.02%
7,577
-869
627
$643K 0.02%
6,486
-10
628
$640K 0.02%
2,456
-30
629
$638K 0.02%
4,561
+896
630
$636K 0.02%
41,306
631
$635K 0.02%
20,560
-21,510
632
$632K 0.02%
1,620
+80
633
$629K 0.02%
4,033
-4,110
634
$629K 0.02%
9,427
-1,158
635
$629K 0.02%
13,719
+2,706
636
$629K 0.02%
3,031
+1,715
637
$628K 0.02%
1,392
+27
638
$627K 0.02%
5,250
-1,888
639
$627K 0.02%
14,267
+853
640
$626K 0.02%
12,036
+395
641
$626K 0.02%
21,540
+1,717
642
$626K 0.02%
17,959
+5,147
643
$625K 0.02%
12,563
-545
644
$625K 0.02%
12,926
-34,248
645
$622K 0.02%
2,369
+2
646
$622K 0.02%
8,612
+1,848
647
$622K 0.02%
7,071
+2,929
648
$619K 0.02%
27,797
+1,104
649
$617K 0.02%
8,175
+193
650
$615K 0.02%
9,435
-428
24 25
26
27 28