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
326
$2.31M 0.06%
77,303
+65,676
327
$2.31M 0.06%
32,753
-95
328
$2.3M 0.06%
17,342
-513
329
$2.29M 0.06%
28,232
-7,707
330
$2.28M 0.06%
22,407
-3,033
331
$2.27M 0.06%
13,289
+273
332
$2.26M 0.06%
44,675
-77,886
333
$2.26M 0.06%
27,915
-604
334
$2.23M 0.06%
20,812
-349
335
$2.23M 0.06%
94,544
+8,828
336
$2.23M 0.06%
45,746
-27,494
337
$2.21M 0.06%
101,660
-4,524
338
$2.2M 0.06%
17,294
-5,606
339
$2.2M 0.06%
20,486
-17,144
340
$2.19M 0.06%
18,640
+529
341
$2.18M 0.06%
17,797
-572
342
$2.17M 0.06%
143,536
-22,546
343
$2.17M 0.06%
84,807
+9,294
344
$2.13M 0.06%
30,107
-681
345
$2.11M 0.06%
32,549
-228
346
$2.1M 0.06%
49,385
-16,334
347
$2.09M 0.06%
47,844
-8,176
348
$2.08M 0.06%
139,102
-1,357
349
$2.08M 0.06%
33,968
-2,522
350
$2.06M 0.06%
105,128
-1,500
12 13
14
15 16