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
451
$1.38M 0.04%
7,390
+4,790
452
$1.35M 0.04%
86,450
-61,390
453
$1.35M 0.04%
10,009
-260
454
$1.34M 0.04%
68,243
+21,339
455
$1.33M 0.04%
19,161
+4,518
456
$1.32M 0.04%
46,462
+26,444
457
$1.32M 0.04%
19,767
+206
458
$1.31M 0.04%
19,686
+384
459
$1.31M 0.04%
10,019
+1,199
460
$1.3M 0.03%
46,380
+15,209
461
$1.29M 0.03%
11,066
-3,257
462
$1.29M 0.03%
27,425
-23,665
463
$1.29M 0.03%
152,486
+902
464
$1.29M 0.03%
12,296
-974
465
$1.29M 0.03%
3,225
-1,049
466
$1.28M 0.03%
23,273
+8,175
467
$1.28M 0.03%
25,250
+9,706
468
$1.28M 0.03%
21,910
+7,221
469
$1.27M 0.03%
67,927
+441
470
$1.27M 0.03%
17,638
+8,850
471
$1.27M 0.03%
6,039
-166
472
$1.26M 0.03%
49,787
+1,088
473
$1.25M 0.03%
+18,730
474
$1.24M 0.03%
16,993
+5,801
475
$1.23M 0.03%
49,480
+1,069
17 18
19
20 21