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
701
$316K 0.02%
2,645
+144
702
$316K 0.02%
10,565
+3,240
703
$315K 0.02%
8,635
+1,160
704
$314K 0.02%
5,557
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705
$313K 0.02%
+5,218
706
$310K 0.02%
10,886
-2
707
$309K 0.02%
22,874
-1,407
708
$309K 0.02%
5,086
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709
$309K 0.02%
3,916
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710
$308K 0.02%
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711
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712
$306K 0.02%
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713
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27,387
-7,539
714
$302K 0.02%
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715
$302K 0.02%
4,500
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716
$300K 0.02%
502
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717
$300K 0.02%
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$297K 0.02%
29,377
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719
$294K 0.02%
49
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$292K 0.02%
+5,945
721
$291K 0.02%
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722
$290K 0.02%
3,406
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$290K 0.02%
6,569
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724
$289K 0.02%
28,519
-24,830
725
$288K 0.02%
6,764
-1,649
27 28
29
30 31