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
726
$521K 0.02%
5,653
-232
727
$520K 0.02%
10,914
+172
728
$519K 0.02%
5,942
+22
729
$518K 0.02%
3,907
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730
$518K 0.02%
4,040
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731
$517K 0.02%
10,624
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732
$516K 0.02%
45,581
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733
$515K 0.02%
21,350
+9,033
734
$514K 0.02%
7,105
-1,523
735
$514K 0.02%
26,151
-2,972
736
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25,154
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737
$508K 0.02%
2,798
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738
$508K 0.02%
17,801
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739
$507K 0.02%
11,036
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740
$505K 0.02%
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741
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743
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745
$501K 0.02%
25,543
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746
$499K 0.02%
38,800
-8,790
747
$499K 0.02%
27,658
+223
748
$499K 0.02%
3,446
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749
$499K 0.02%
4,024
+32
750
$498K 0.02%
8,081
-1,157
28 29
30
31 32