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
276
$2.7M 0.07%
51,483
-15,204
277
$2.7M 0.07%
169,662
+2,874
278
$2.7M 0.07%
54,873
-12,473
279
$2.69M 0.07%
13,646
-2,370
280
$2.68M 0.07%
94,230
+18,800
281
$2.67M 0.07%
5,345
-952
282
$2.66M 0.07%
60,545
-2,687
283
$2.65M 0.07%
11,434
-419
284
$2.63M 0.07%
31,676
-8,792
285
$2.63M 0.07%
33,674
+2,477
286
$2.62M 0.07%
38,106
-1,850
287
$2.61M 0.07%
9,913
-1,017
288
$2.6M 0.07%
50,627
-9,884
289
$2.6M 0.07%
35,730
-8,930
290
$2.59M 0.07%
42,212
-4,169
291
$2.55M 0.07%
28,681
-13,597
292
$2.54M 0.07%
58,672
+5,733
293
$2.52M 0.07%
64,324
+7,191
294
$2.52M 0.07%
23,920
+133
295
$2.52M 0.07%
29,419
-1,199
296
$2.51M 0.07%
15,194
-2,461
297
$2.51M 0.07%
24,189
-932
298
$2.51M 0.07%
75,708
-5,446
299
$2.5M 0.07%
4,909
-115
300
$2.5M 0.07%
55,938
-35,215
10 11
12
13 14