BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
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
State Street Utilities Select Sector SPDR ETF
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
201
$1.91M 0.1%
44,279
+14,488
202
$1.91M 0.1%
81,247
+3,549
203
$1.91M 0.1%
25,560
+4,157
204
$1.91M 0.1%
50,130
+638
205
$1.89M 0.1%
8,969
+2,251
206
$1.89M 0.1%
67,256
+5,410
207
$1.88M 0.1%
21,289
+1,722
208
$1.86M 0.1%
50,885
+14,400
209
$1.86M 0.1%
5,958
+1,409
210
$1.85M 0.1%
18,478
+1,876
211
$1.85M 0.1%
18,743
+9,534
212
$1.85M 0.1%
6,698
-2,908
213
$1.83M 0.1%
14,234
+1,280
214
$1.8M 0.1%
47,321
+259
215
$1.79M 0.1%
6,371
+514
216
$1.79M 0.1%
28,950
+2,405
217
$1.79M 0.1%
56,822
+8,883
218
$1.78M 0.1%
16,272
+5,730
219
$1.78M 0.1%
20,382
+3,197
220
$1.76M 0.09%
6,604
+2,986
221
$1.76M 0.09%
22,358
+10,291
222
$1.73M 0.09%
11,398
-926
223
$1.72M 0.09%
7,859
+290
224
$1.72M 0.09%
17,395
+1,612
225
$1.71M 0.09%
57,305
-543
7 8
9
10 11