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
426
$1.5M 0.04%
102,203
-3,127
427
$1.49M 0.04%
46,020
-1,314
428
$1.49M 0.04%
41,174
-6,056
429
$1.48M 0.04%
12,423
-2,638
430
$1.48M 0.04%
20,301
-27,527
431
$1.47M 0.04%
34,285
-6,305
432
$1.47M 0.04%
37,677
+32,561
433
$1.46M 0.04%
2,518
+194
434
$1.46M 0.04%
11,216
-248
435
$1.46M 0.04%
33,284
-16,945
436
$1.46M 0.04%
5,282
-449
437
$1.46M 0.04%
54,765
+9,876
438
$1.45M 0.04%
86,031
+15,590
439
$1.45M 0.04%
6,881
-193
440
$1.44M 0.04%
14,191
-600
441
$1.44M 0.04%
34,484
-850
442
$1.43M 0.04%
71,909
-100
443
$1.42M 0.04%
31,000
-650
444
$1.39M 0.04%
145,163
+16,053
445
$1.37M 0.04%
18,952
-507
446
$1.37M 0.04%
19,753
+3,544
447
$1.36M 0.04%
24,141
+2,960
448
$1.35M 0.04%
16,759
-68
449
$1.35M 0.04%
11,150
-3,613
450
$1.34M 0.04%
9,406
-1,574
16 17
18
19 20