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
851
$413K 0.01%
4,928
-790
852
$413K 0.01%
9,948
+4,015
853
$413K 0.01%
4,405
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854
$412K 0.01%
13,191
+125
855
$411K 0.01%
2,347
-4,099
856
$411K 0.01%
28,259
-172
857
$409K 0.01%
6,038
858
$408K 0.01%
16,024
-511
859
$408K 0.01%
+2,370
860
$408K 0.01%
5,745
+196
861
$408K 0.01%
6,780
-561
862
$408K 0.01%
+4,826
863
$406K 0.01%
13,411
-7,283
864
$404K 0.01%
5,976
+328
865
$404K 0.01%
241,450
+13,827
866
$402K 0.01%
4,020
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867
$402K 0.01%
5,564
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$402K 0.01%
17,241
-2,270
869
$401K 0.01%
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870
$401K 0.01%
5,430
-477
871
$401K 0.01%
292
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872
$401K 0.01%
+2,423
873
$400K 0.01%
4,446
-1,990
874
$399K 0.01%
10,408
-7,135
875
$399K 0.01%
7,166
-834
33 34
35
36 37