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
401
$1.64M 0.04%
8,346
-1,894
402
$1.63M 0.04%
30,068
-2,782
403
$1.62M 0.04%
131,407
+11,654
404
$1.61M 0.04%
13,123
-2,612
405
$1.61M 0.04%
11,102
+563
406
$1.6M 0.04%
147,777
-7,835
407
$1.6M 0.04%
44,415
+11,669
408
$1.6M 0.04%
120,190
+29,751
409
$1.6M 0.04%
19,338
+3,969
410
$1.6M 0.04%
185,008
-57,266
411
$1.6M 0.04%
50,423
+15,227
412
$1.59M 0.04%
14,501
-1,378
413
$1.59M 0.04%
27,553
+3,679
414
$1.58M 0.04%
22,613
-4,378
415
$1.58M 0.04%
11,040
+3,273
416
$1.58M 0.04%
46,100
+4,200
417
$1.56M 0.04%
42,951
-898
418
$1.56M 0.04%
29,248
-391
419
$1.56M 0.04%
81,488
+1,450
420
$1.56M 0.04%
88,276
+708
421
$1.55M 0.04%
47,694
-12,449
422
$1.55M 0.04%
13,669
-14,108
423
$1.54M 0.04%
39,064
+14,941
424
$1.54M 0.04%
43,373
-35,994
425
$1.54M 0.04%
6,833
-114
15 16
17
18 19