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
$3.71B
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,535
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.72M
3
+$6.35M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$4.92M
5
TSLA icon
Tesla
TSLA
+$4.66M

Top Sells

1
+$24.2M
2
+$18.7M
3
+$11.4M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$9.69M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.66M

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 6.23%
3 Healthcare 6.14%
4 Financials 5.87%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.45M 0.09%
29,975
-8,990
227
$3.44M 0.09%
44,686
-1,173
228
$3.39M 0.09%
15,456
-791
229
$3.39M 0.09%
33,808
+21,254
230
$3.38M 0.09%
42,170
+2,592
231
$3.36M 0.09%
91,010
-656
232
$3.33M 0.09%
109,960
+68,320
233
$3.33M 0.09%
203,641
+18,979
234
$3.31M 0.09%
80,248
-11,546
235
$3.3M 0.09%
136,396
+6,140
236
$3.3M 0.09%
13,152
-1,132
237
$3.28M 0.09%
186,196
-4,829
238
$3.24M 0.09%
64,299
+33,989
239
$3.23M 0.09%
93,255
+2,055
240
$3.2M 0.09%
32,922
-4,923
241
$3.2M 0.09%
+66,216
242
$3.19M 0.09%
66,127
+18,088
243
$3.17M 0.09%
147,238
+4,976
244
$3.15M 0.08%
66,429
-19,862
245
$3.15M 0.08%
+113,742
246
$3.1M 0.08%
62,412
-160
247
$3.1M 0.08%
33,217
+4,564
248
$3.09M 0.08%
8,802
-2,768
249
$3.07M 0.08%
72,206
+25,056
250
$3.07M 0.08%
153,130
+21,997
8 9
10
11 12