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
251
$3.06M 0.08%
12,050
-1,894
252
$3.06M 0.08%
199,073
+18,695
253
$3.05M 0.08%
32,003
-7,981
254
$3.04M 0.08%
14,244
-840
255
$3M 0.08%
83,405
-5,347
256
$2.98M 0.08%
98,199
-3,870
257
$2.98M 0.08%
13,210
-186
258
$2.98M 0.08%
104,810
-236
259
$2.96M 0.08%
5,795
-1,748
260
$2.95M 0.08%
54,016
+45,515
261
$2.94M 0.08%
32,641
-1,798
262
$2.93M 0.08%
32,261
+420
263
$2.93M 0.08%
25,157
-5,700
264
$2.92M 0.08%
23,365
-1,068
265
$2.89M 0.08%
165,271
+4,525
266
$2.89M 0.08%
30,377
-3,505
267
$2.87M 0.08%
54,729
+1,276
268
$2.86M 0.08%
22,576
+889
269
$2.83M 0.08%
17,663
-1,723
270
$2.82M 0.08%
38,532
+2,564
271
$2.78M 0.07%
3,446
-68
272
$2.75M 0.07%
10,607
+1,250
273
$2.71M 0.07%
36,914
+33,807
274
$2.71M 0.07%
3,334
-763
275
$2.7M 0.07%
26,779
-295
9 10
11
12 13