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
801
$230K 0.01%
+12,833
802
$228K 0.01%
+1,484
803
$228K 0.01%
+2,433
804
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805
$227K 0.01%
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806
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+33
807
$226K 0.01%
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808
$225K 0.01%
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810
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811
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812
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813
$222K 0.01%
23,331
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814
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815
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3,652
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816
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817
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823
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2,235
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$211K 0.01%
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825
$211K 0.01%
4,652
-270
31 32
33
34 35