BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
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
Utilities Select Sector SPDR Fund
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
76
$5.88M 0.31%
28,044
+5,997
77
$5.88M 0.31%
28,297
+6,020
78
$5.88M 0.31%
33,464
+1,177
79
$5.87M 0.31%
79,535
+18,354
80
$5.84M 0.31%
12,914
+4,639
81
$5.84M 0.31%
162,680
+34,470
82
$5.72M 0.31%
140,375
+8,022
83
$5.67M 0.3%
124,998
+13,208
84
$5.6M 0.3%
100,598
+2,336
85
$5.57M 0.3%
89,761
+4,227
86
$5.16M 0.28%
43,725
+3,078
87
$5.08M 0.27%
12,183
+3,621
88
$5.03M 0.27%
141,910
+15,820
89
$5.01M 0.27%
103,157
+8,208
90
$4.99M 0.27%
138,456
+6,776
91
$4.93M 0.26%
58,920
+45,630
92
$4.85M 0.26%
34,568
+5,371
93
$4.83M 0.26%
68,884
+8,418
94
$4.82M 0.26%
38,302
+10,020
95
$4.79M 0.26%
28,191
-285
96
$4.63M 0.25%
192,335
-7,742
97
$4.42M 0.24%
56,944
+22,996
98
$4.39M 0.23%
28,446
+13,196
99
$4.33M 0.23%
156,068
+395
100
$4.3M 0.23%
27,188
+6,286
2 3
4
5 6