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
376
$1.9M 0.05%
7,303
-1,140
377
$1.88M 0.05%
12,159
-1,596
378
$1.88M 0.05%
141,683
-18,587
379
$1.87M 0.05%
13,768
+2,275
380
$1.87M 0.05%
56,944
+45,348
381
$1.87M 0.05%
12,600
-588
382
$1.87M 0.05%
7,664
-847
383
$1.87M 0.05%
14,012
-6,780
384
$1.86M 0.05%
7,867
-2,494
385
$1.8M 0.05%
35,212
-5,819
386
$1.76M 0.05%
13,020
+10,350
387
$1.76M 0.05%
32,545
-10,335
388
$1.75M 0.05%
27,705
-1,455
389
$1.75M 0.05%
26,535
-4,364
390
$1.75M 0.05%
14,887
+474
391
$1.74M 0.05%
156,990
+33,000
392
$1.72M 0.05%
2,759
+127
393
$1.72M 0.05%
34,251
+6,957
394
$1.72M 0.05%
15,877
+3,854
395
$1.71M 0.05%
49,248
-14,528
396
$1.7M 0.05%
53,634
-8,330
397
$1.69M 0.05%
+30,571
398
$1.69M 0.05%
41,884
-12,381
399
$1.69M 0.05%
40,292
+6
400
$1.68M 0.05%
41,843
-2,301
14 15
16
17 18