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
376
$1.8M 0.05%
4,029
-3,780
377
$1.78M 0.05%
6,969
-976
378
$1.78M 0.05%
20,813
-1,688
379
$1.77M 0.05%
46,522
+6,366
380
$1.76M 0.05%
21,253
-13,320
381
$1.75M 0.05%
46,984
-64
382
$1.75M 0.05%
49,997
-7,390
383
$1.74M 0.05%
23,627
+3,758
384
$1.73M 0.05%
139,021
+54,333
385
$1.73M 0.05%
7,574
-2,081
386
$1.72M 0.05%
15,038
-4,831
387
$1.71M 0.05%
+66,692
388
$1.71M 0.05%
13,435
-341
389
$1.71M 0.05%
4,952
+480
390
$1.71M 0.05%
5,909
-1,602
391
$1.69M 0.05%
39,064
-5,264
392
$1.67M 0.04%
11,985
-745
393
$1.67M 0.04%
7,369
-251
394
$1.67M 0.04%
12,896
-1,640
395
$1.66M 0.04%
14,574
+1,351
396
$1.65M 0.04%
66,083
-5,309
397
$1.64M 0.04%
21,634
-1,007
398
$1.64M 0.04%
6,425
-408
399
$1.64M 0.04%
44,409
+437
400
$1.64M 0.04%
21,802
+4,346
14 15
16
17 18