We are live on ! Find out more
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
1476
– –
-2,600
1477
– –
-2,275
1478
– –
-8,008
1479
– –
-16,423
1480
– –
-2,122
1481
– –
-49,236
1482
– –
-4,758
1483
– –
-4,758
1484
– –
-13,500
1485
– –
-3,272
1486
– –
-6,380
1487
– –
-192,694
1488
– –
-5,055
1489
– –
-42,910
1490
– –
-6,408
1491
– –
-26,165
1492
– –
-1,460
1493
– –
-4,752
1494
– –
-7,035
1495
– –
-2,124
1496
– –
-7,760
1497
– –
-12,225
1498
– –
-2,493
1499
– –
-9,299
1500
– –
-2,104
58 59
60
61 62