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
751
$262K 0.01%
19,486
+5,134
752
$260K 0.01%
+12,036
753
$260K 0.01%
+9,668
754
$259K 0.01%
4,685
-31
755
$259K 0.01%
2,373
+33
756
$259K 0.01%
9,006
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757
$258K 0.01%
+11,555
758
$258K 0.01%
16,444
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759
$258K 0.01%
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760
$257K 0.01%
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761
$257K 0.01%
20,571
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762
$256K 0.01%
21,568
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763
$255K 0.01%
10,057
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764
$255K 0.01%
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765
$255K 0.01%
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766
$254K 0.01%
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767
$254K 0.01%
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768
$254K 0.01%
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769
$252K 0.01%
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$251K 0.01%
212
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$251K 0.01%
23,025
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772
$251K 0.01%
13,631
+128
773
$251K 0.01%
532
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774
$250K 0.01%
15,188
+137
775
$248K 0.01%
3,091
+70
29 30
31
32 33