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
276
$2.66M 0.07%
18,057
+953
277
$2.66M 0.07%
13,031
+1,064
278
$2.66M 0.07%
28,463
-1,579
279
$2.66M 0.07%
81,247
-19,640
280
$2.64M 0.07%
451,176
-138,600
281
$2.64M 0.07%
45,056
-26,795
282
$2.64M 0.07%
10,737
-762
283
$2.63M 0.07%
24,718
+427
284
$2.62M 0.07%
32,807
+16,596
285
$2.6M 0.07%
41,631
+11,939
286
$2.58M 0.07%
226,995
+3,141
287
$2.57M 0.07%
72,909
-7,668
288
$2.57M 0.07%
203,508
-16,100
289
$2.56M 0.07%
4,695
+269
290
$2.52M 0.07%
27,672
+5,090
291
$2.52M 0.07%
50,864
-12,787
292
$2.5M 0.07%
30,185
+359
293
$2.5M 0.07%
28,401
+3,864
294
$2.49M 0.07%
42,873
+20,422
295
$2.48M 0.07%
11,084
-173
296
$2.47M 0.07%
54,680
-2,754
297
$2.47M 0.07%
10,106
-90
298
$2.47M 0.07%
12,658
+1,189
299
$2.43M 0.06%
38,974
-4,154
300
$2.43M 0.06%
16,567
-4,583
10 11
12
13 14