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
851
$184K 0.01%
72,172
852
$183K 0.01%
16,512
+2,214
853
$179K 0.01%
+35
854
$176K 0.01%
10,354
+353
855
$173K 0.01%
34,849
+1,423
856
$170K 0.01%
38,904
-11,953
857
$163K 0.01%
10,174
-2,820
858
$162K 0.01%
17,629
-21
859
$162K 0.01%
19,659
-5
860
$161K 0.01%
12,418
+2,156
861
$161K 0.01%
+10,710
862
$160K 0.01%
16,314
-19,808
863
$159K 0.01%
15,648
+1,040
864
$157K 0.01%
19,946
-19,624
865
$153K 0.01%
13,305
+1,175
866
$153K 0.01%
+13,048
867
$152K 0.01%
+11,925
868
$151K 0.01%
43,000
869
$150K 0.01%
62,517
870
$149K 0.01%
+15,650
871
$139K 0.01%
28,020
-4,287
872
$136K 0.01%
+11,005
873
$135K 0.01%
+2,561
874
$131K 0.01%
+11,989
875
$125K 0.01%
16,948
-7,646
33 34
35
36 37