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
876
$124K 0.01%
+20,958
877
$120K 0.01%
4,669
-3,075
878
$119K 0.01%
16,336
-7,000
879
$117K 0.01%
+10,151
880
$116K 0.01%
23,296
+13,254
881
$116K 0.01%
+12,000
882
$113K 0.01%
23,290
-4
883
$110K 0.01%
30,561
+13,944
884
$110K 0.01%
14,502
-1,970
885
$107K 0.01%
+12,000
886
$107K 0.01%
5,221
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887
$104K 0.01%
+1,600
888
$104K 0.01%
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+40
889
$103K 0.01%
16,000
-5,550
890
$103K 0.01%
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891
$102K 0.01%
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$100K 0.01%
21,530
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$100K 0.01%
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895
$98K 0.01%
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896
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897
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11,500
898
$96K 0.01%
2,912
-3,080
899
$95K 0.01%
13,950
-500
900
$93K 0.01%
19,090
+8,920
34 35
36
37 38