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
676
$338K 0.02%
19,124
+6,480
677
$338K 0.02%
5,222
-508
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$336K 0.02%
8,058
-5,220
679
$336K 0.02%
5,060
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680
$335K 0.02%
9,386
-28
681
$335K 0.02%
3,096
+251
682
$334K 0.02%
3,977
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683
$334K 0.02%
5,797
-113,018
684
$333K 0.02%
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-312
685
$331K 0.02%
2,734
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686
$330K 0.02%
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687
$330K 0.02%
7,373
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688
$330K 0.02%
+4,732
689
$329K 0.02%
3,508
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690
$329K 0.02%
14,200
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$328K 0.02%
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$327K 0.02%
10,292
+1,189
693
$326K 0.02%
1,851
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694
$326K 0.02%
3,716
-20,720
695
$326K 0.02%
2,990
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696
$324K 0.02%
+2,120
697
$324K 0.02%
+4,214
698
$320K 0.02%
22,136
-3,512
699
$319K 0.02%
+3,051
700
$318K 0.02%
11,300
+890
26 27
28
29 30