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
251
$2.96M 0.08%
172,482
+5,921
252
$2.94M 0.08%
261,613
+229,840
253
$2.93M 0.08%
40,939
+6,518
254
$2.92M 0.08%
32,050
+5,353
255
$2.9M 0.08%
17,443
-10,165
256
$2.89M 0.08%
37,638
-1,517
257
$2.89M 0.08%
128,237
-57,820
258
$2.89M 0.08%
15,589
+378
259
$2.88M 0.08%
14,775
-268
260
$2.87M 0.08%
185,418
-26,053
261
$2.84M 0.08%
74,668
+12,770
262
$2.84M 0.08%
30,303
-10,752
263
$2.82M 0.08%
28,483
+19,395
264
$2.79M 0.07%
80,585
+12,373
265
$2.77M 0.07%
24,079
+1,091
266
$2.76M 0.07%
48,756
-1,920
267
$2.75M 0.07%
61,340
-1,235
268
$2.73M 0.07%
33,644
+1,685
269
$2.73M 0.07%
7,684
+508
270
$2.73M 0.07%
62,952
+20,921
271
$2.72M 0.07%
35,196
+44
272
$2.7M 0.07%
148,281
+5,016
273
$2.69M 0.07%
11,951
-96
274
$2.67M 0.07%
146,167
+710
275
$2.67M 0.07%
35,119
-795
9 10
11
12 13