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
101
$4.19M 0.22%
25,327
+2,726
102
$4.18M 0.22%
70,363
+10,031
103
$4.13M 0.22%
25,720
+6,618
104
$4.09M 0.22%
36,552
+5,647
105
$4.07M 0.22%
57,292
+24,108
106
$4.02M 0.21%
47,536
+4,432
107
$4M 0.21%
36,355
+10,632
108
$3.98M 0.21%
102,973
+1,743
109
$3.98M 0.21%
38,415
+27,151
110
$3.96M 0.21%
24,895
-3,538
111
$3.94M 0.21%
38,104
+11,092
112
$3.88M 0.21%
24,666
-3,427
113
$3.86M 0.21%
88,344
+7,146
114
$3.8M 0.2%
65,996
-36,772
115
$3.79M 0.2%
194,560
+30,222
116
$3.79M 0.2%
66,810
+4,874
117
$3.73M 0.2%
84,878
+6,885
118
$3.7M 0.2%
45,168
+1,504
119
$3.62M 0.19%
43,736
+20,928
120
$3.6M 0.19%
67,433
-24,311
121
$3.59M 0.19%
9,441
+874
122
$3.58M 0.19%
380,125
+1,385
123
$3.53M 0.19%
147,637
+11,737
124
$3.52M 0.19%
17,126
+909
125
$3.52M 0.19%
13,828
+18
3 4
5
6 7