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
351
$1.94M 0.05%
8,595
-462
352
$1.94M 0.05%
138,409
-5,713
353
$1.91M 0.05%
51,285
-125,002
354
$1.9M 0.05%
9,956
+1,154
355
$1.9M 0.05%
45,284
+13,288
356
$1.9M 0.05%
19,105
-40,996
357
$1.89M 0.05%
9,102
+142
358
$1.88M 0.05%
241,248
-7,209
359
$1.88M 0.05%
36,288
+1,980
360
$1.88M 0.05%
33,150
-105
361
$1.87M 0.05%
14,216
+476
362
$1.87M 0.05%
45,743
-5,909
363
$1.87M 0.05%
54,919
-1,396
364
$1.86M 0.05%
25,986
+696
365
$1.85M 0.05%
9,889
-1,239
366
$1.84M 0.05%
8,752
-1,611
367
$1.84M 0.05%
38,420
-6,100
368
$1.84M 0.05%
37,273
+1,129
369
$1.83M 0.05%
24,021
-6,702
370
$1.83M 0.05%
47,265
+4,097
371
$1.83M 0.05%
10,011
-1,685
372
$1.83M 0.05%
45,243
+5,748
373
$1.82M 0.05%
30,162
-3,709
374
$1.81M 0.05%
39,417
+2,287
375
$1.8M 0.05%
9,117
+70
13 14
15
16 17