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
776
$475K 0.02%
+21,712
777
$474K 0.02%
9,945
-3,940
778
$474K 0.02%
25,847
+7,215
779
$473K 0.02%
3,598
-2,679
780
$473K 0.02%
10,624
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781
$472K 0.02%
9,032
-6
782
$472K 0.02%
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783
$472K 0.02%
7,804
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784
$471K 0.02%
10,739
785
$470K 0.02%
28,059
+12,093
786
$470K 0.02%
55,431
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787
$466K 0.02%
+10,780
788
$464K 0.02%
25,774
-2,259
789
$463K 0.02%
6,102
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790
$462K 0.02%
11,837
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793
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78,181
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795
$457K 0.02%
22,629
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796
$457K 0.02%
15,373
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797
$454K 0.01%
2,752
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798
$454K 0.01%
2,788
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799
$452K 0.01%
14,066
-8,208
800
$451K 0.01%
9,580
+798
30 31
32
33 34