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
426
$1.53M 0.04%
+75,160
427
$1.52M 0.04%
24,615
-172
428
$1.52M 0.04%
27,460
+643
429
$1.52M 0.04%
42,258
+1,477
430
$1.52M 0.04%
6,727
+1,616
431
$1.52M 0.04%
133,166
+5,157
432
$1.51M 0.04%
14,053
+1,745
433
$1.5M 0.04%
71,552
-28,522
434
$1.49M 0.04%
57,288
+1,397
435
$1.49M 0.04%
4,185
+7
436
$1.49M 0.04%
9,395
+1,230
437
$1.49M 0.04%
98,382
-7,917
438
$1.48M 0.04%
16,034
-4,815
439
$1.48M 0.04%
40,421
+4,241
440
$1.48M 0.04%
13,231
+2,092
441
$1.48M 0.04%
13,737
+875
442
$1.47M 0.04%
27,633
-746
443
$1.47M 0.04%
14,424
-22,834
444
$1.46M 0.04%
1,104
+149
445
$1.45M 0.04%
35,918
-81
446
$1.44M 0.04%
27,672
+2,934
447
$1.42M 0.04%
37,426
+4,610
448
$1.42M 0.04%
115,785
+82
449
$1.41M 0.04%
53,446
-389
450
$1.38M 0.04%
20,775
-1,326
16 17
18
19 20