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
776
$247K 0.01%
+4,789
777
$247K 0.01%
13,938
+952
778
$246K 0.01%
37,200
+4,200
779
$246K 0.01%
1,261
-38
780
$244K 0.01%
1,999
+46
781
$243K 0.01%
1,318
-574
782
$243K 0.01%
9,645
+1,280
783
$243K 0.01%
+7,464
784
$242K 0.01%
+10,849
785
$241K 0.01%
+11,396
786
$241K 0.01%
179
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787
$240K 0.01%
16,390
-1,993
788
$240K 0.01%
12,765
-300
789
$240K 0.01%
+1,892
790
$239K 0.01%
1,147
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791
$238K 0.01%
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$237K 0.01%
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$235K 0.01%
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794
$234K 0.01%
95,879
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795
$233K 0.01%
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796
$233K 0.01%
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797
$233K 0.01%
22,945
+8,728
798
$232K 0.01%
+5,078
799
$230K 0.01%
24,879
+5
800
$230K 0.01%
+5,429
30 31
32
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