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
$3.75B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,650
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.1M
3
+$10.4M
4
SH icon
ProShares Short S&P500
SH
+$9.02M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$7.88M

Top Sells

1
+$14.5M
2
+$14.3M
3
+$10.8M
4
NVDA icon
NVIDIA
NVDA
+$9.36M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$8.23M

Sector Composition

1 Technology 13.44%
2 Healthcare 6.66%
3 Consumer Discretionary 5.8%
4 Financials 5.21%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.31M 0.09%
20,079
-7,056
227
$3.31M 0.09%
23,570
-1,399
228
$3.3M 0.09%
41,174
-2,640
229
$3.26M 0.09%
182,656
-254,408
230
$3.24M 0.09%
26,218
-1,207
231
$3.23M 0.09%
14,337
-267
232
$3.23M 0.09%
30,346
+18,362
233
$3.22M 0.09%
10,227
-5,638
234
$3.21M 0.09%
13,451
-1,851
235
$3.19M 0.09%
17,897
-1,200
236
$3.18M 0.08%
27,050
+22,494
237
$3.18M 0.08%
198,935
+14,133
238
$3.17M 0.08%
85,245
-4,741
239
$3.17M 0.08%
118,128
+2,870
240
$3.16M 0.08%
104,865
-39
241
$3.14M 0.08%
51,474
+33,506
242
$3.11M 0.08%
21,741
-266
243
$3.04M 0.08%
127,798
+3,068
244
$3.03M 0.08%
40,510
+3,641
245
$3.03M 0.08%
19,891
-911
246
$3.02M 0.08%
18,219
+414
247
$3.01M 0.08%
22,216
+1,276
248
$2.99M 0.08%
63,680
+1,928
249
$2.96M 0.08%
36,932
+10,939
250
$2.96M 0.08%
105,618
-5,218
8 9
10
11 12