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
326
$2.18M 0.06%
63,977
+32,817
327
$2.17M 0.06%
3,239
+224
328
$2.14M 0.06%
13,580
+3,102
329
$2.12M 0.06%
34,851
-936
330
$2.1M 0.06%
53,280
+4,912
331
$2.09M 0.06%
12,206
+636
332
$2.06M 0.05%
+102,153
333
$2.04M 0.05%
21,020
-821
334
$2.04M 0.05%
53,637
-15,526
335
$2.04M 0.05%
21,970
-8,711
336
$2.04M 0.05%
16,333
+3,944
337
$2.03M 0.05%
9,920
-478
338
$2.03M 0.05%
63,140
+11,865
339
$2.03M 0.05%
11,060
-111
340
$2.02M 0.05%
32,197
+386
341
$2.02M 0.05%
+100,112
342
$2.01M 0.05%
+40,079
343
$2.01M 0.05%
5,651
-160
344
$1.99M 0.05%
8,350
-640
345
$1.98M 0.05%
27,279
-19,528
346
$1.98M 0.05%
39,835
-3,188
347
$1.98M 0.05%
43,951
+21,971
348
$1.98M 0.05%
10,586
+226
349
$1.97M 0.05%
11,877
-377
350
$1.94M 0.05%
65,487
+15,487
12 13
14
15 16