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
401
$1.66M 0.04%
129,187
+3,432
402
$1.65M 0.04%
24,177
-1,739
403
$1.64M 0.04%
78,312
+3,574
404
$1.62M 0.04%
19,600
-186
405
$1.62M 0.04%
40,791
+3,801
406
$1.62M 0.04%
3,301
-680
407
$1.61M 0.04%
16,106
+593
408
$1.6M 0.04%
18,615
-725
409
$1.59M 0.04%
448
-23
410
$1.59M 0.04%
42,447
-6,348
411
$1.58M 0.04%
23,321
-146
412
$1.58M 0.04%
204,789
-33,681
413
$1.57M 0.04%
75,848
-8,852
414
$1.57M 0.04%
1,000
-22
415
$1.56M 0.04%
46,910
+750
416
$1.55M 0.04%
11,724
-2,358
417
$1.54M 0.04%
6,335
-448
418
$1.54M 0.04%
32,749
-16,336
419
$1.53M 0.04%
43,265
-63
420
$1.53M 0.04%
113,664
-250
421
$1.53M 0.04%
6,063
-566
422
$1.51M 0.04%
+45,232
423
$1.51M 0.04%
8,668
+3,218
424
$1.51M 0.04%
6,288
-966
425
$1.5M 0.04%
25,887
-8,500
15 16
17
18 19