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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
1401
– –
-29,557
1402
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-8,144
1403
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-2,638
1404
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-1,467
1405
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1406
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-1,629
1407
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-1,614
1408
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-9,438
1409
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-118,874
1410
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-8,112
1411
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-6,715
1412
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-4,330
1413
– –
-4,135
1414
– –
-8,200
1415
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-1,587
1416
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-76,913
1417
– –
-8,161
1418
– –
-12,684
1419
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-2,013
1420
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1421
– –
-7,681
1422
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1423
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1424
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-34,000
1425
– –
-1,210
55 56
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58 59