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
301
$2.48M 0.07%
28,938
+4,430
302
$2.47M 0.07%
14,121
-834
303
$2.46M 0.07%
68,578
-6,459
304
$2.45M 0.07%
109,052
+6,742
305
$2.44M 0.07%
91,555
+71,276
306
$2.42M 0.07%
41,080
+2,984
307
$2.42M 0.07%
16,679
-264
308
$2.41M 0.06%
4,202
-73
309
$2.41M 0.06%
33,475
+5,742
310
$2.41M 0.06%
44,112
-684
311
$2.41M 0.06%
14,629
-1,407
312
$2.4M 0.06%
38,317
-3,100
313
$2.4M 0.06%
10,576
-297
314
$2.4M 0.06%
29,570
+9,028
315
$2.4M 0.06%
10,664
-1,773
316
$2.4M 0.06%
10,395
-87
317
$2.38M 0.06%
29,307
+3,371
318
$2.38M 0.06%
22,774
-869
319
$2.35M 0.06%
14,485
-1,218
320
$2.34M 0.06%
50,833
-2,140
321
$2.34M 0.06%
45,248
+1,726
322
$2.33M 0.06%
17,004
+1,542
323
$2.33M 0.06%
23,064
-2,777
324
$2.33M 0.06%
211,669
+18,219
325
$2.32M 0.06%
127,834
-4,649
11 12
13
14 15