BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
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
Utilities Select Sector SPDR Fund
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
51
$8.59M 0.46%
63,522
+13,139
52
$8.58M 0.46%
238,198
+71,022
53
$8.55M 0.46%
38,998
+23,547
54
$8.49M 0.45%
303,588
+20,577
55
$8.26M 0.44%
56,049
+27,872
56
$8.02M 0.43%
83,748
+11,699
57
$8.02M 0.43%
201,594
+110,112
58
$7.55M 0.4%
35,471
-677
59
$7.4M 0.39%
22,315
+1,922
60
$7.3M 0.39%
93,975
+12,216
61
$7.24M 0.39%
181,878
+5,555
62
$7.19M 0.38%
119,853
+35,976
63
$7.13M 0.38%
79,447
+5,506
64
$7.07M 0.38%
80,477
+1,363
65
$7.04M 0.38%
62,379
+21,505
66
$7.02M 0.37%
14,690
+3,502
67
$6.93M 0.37%
213,575
+1,829
68
$6.93M 0.37%
153,267
+34,251
69
$6.49M 0.35%
190,014
+54,716
70
$6.44M 0.34%
128,452
+7,703
71
$6.41M 0.34%
112,992
+19,116
72
$6.4M 0.34%
55,021
+19,204
73
$6.22M 0.33%
94,399
+6,359
74
$6.21M 0.33%
84,204
+12,187
75
$5.95M 0.32%
68,761
+11,644
1 2
3
4 5