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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
1526
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-23,559
1527
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-10,167
1528
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-3,144
1529
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-52,227
1530
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1531
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-2,106
1532
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-6,190
1533
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-9,097
1534
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1535
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1536
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-5,373
1537
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-7,816
1538
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-5,865
1539
– –
-159,482
1540
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-4,849
1541
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1542
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1543
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1544
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-8,179
1545
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1546
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1547
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1548
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1549
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-9,191
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