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
351
$2.05M 0.06%
21,679
-2,521
352
$2.04M 0.06%
26,404
-3,794
353
$2.03M 0.05%
26,485
+13,260
354
$2.02M 0.05%
87,515
+34,575
355
$2.02M 0.05%
71,002
-11,916
356
$2.01M 0.05%
24,496
-7,268
357
$2.01M 0.05%
20,846
+15,979
358
$2.01M 0.05%
17,138
-2,494
359
$2M 0.05%
5,921
-1,545
360
$1.99M 0.05%
4,298
-449
361
$1.98M 0.05%
32,833
-3,341
362
$1.97M 0.05%
64,769
-3,540
363
$1.97M 0.05%
8,131
-974
364
$1.96M 0.05%
8,987
-1,812
365
$1.95M 0.05%
221,050
+209,550
366
$1.95M 0.05%
6,510
-795
367
$1.95M 0.05%
38,740
-10,893
368
$1.94M 0.05%
22,734
-4,230
369
$1.93M 0.05%
59,873
-16,402
370
$1.93M 0.05%
9,726
-1,893
371
$1.93M 0.05%
25,920
-2,337
372
$1.92M 0.05%
4,359
-264
373
$1.92M 0.05%
25,704
-750
374
$1.91M 0.05%
8,813
-1,313
375
$1.91M 0.05%
8,475
-22,920
13 14
15
16 17