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BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
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
+$8.53M
2
+$7.06M
3
+$6.71M
4
BDX icon
Becton Dickinson
BDX
+$5.51M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.36M

Top Sells

1
+$10.5M
2
+$9.72M
3
+$9.67M
4
CAT icon
Caterpillar
CAT
+$8.25M
5
LULU icon
lululemon athletica
LULU
+$7.69M

Sector Composition

1 Technology 16.07%
2 Healthcare 7.02%
3 Consumer Discretionary 6.42%
4 Financials 5.98%
5 Communication Services 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$9K ﹤0.01%
23,000
+6,000
1377
$7K ﹤0.01%
1,061
1378
$7K ﹤0.01%
+30,000
1379
$5K ﹤0.01%
+2
1380
– –
-6,793
1381
– –
-11,000
1382
– –
-3,991
1383
– –
-4,800
1384
– –
-18,175
1385
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-3,692
1386
– –
-4,493
1387
– –
-90
1388
– –
-1,691
1389
– –
-1,660
1390
– –
-25,900
1391
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-25,120
1392
– –
-7,367
1393
– –
-50,100
1394
– –
-14,895
1395
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-16,000
1396
– –
-7,641
1397
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-3,219
1398
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-4,968
1399
– –
-2,307
1400
– –
-27,184
54 55
56
57 58