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
451
$1.34M 0.04%
134,785
+828
452
$1.33M 0.04%
2,538
-1,425
453
$1.33M 0.04%
3,398
-65
454
$1.32M 0.04%
133,230
+102,933
455
$1.32M 0.04%
16,501
-138
456
$1.31M 0.04%
26,549
+1
457
$1.31M 0.04%
12,110
-3,169
458
$1.3M 0.04%
24,650
+3,350
459
$1.3M 0.04%
5,037
-1,229
460
$1.3M 0.04%
55,599
+9,540
461
$1.29M 0.03%
54,331
-923
462
$1.27M 0.03%
2,683
-172
463
$1.26M 0.03%
7,950
-12,634
464
$1.23M 0.03%
11,872
-1,785
465
$1.23M 0.03%
12,049
-4,302
466
$1.23M 0.03%
15,639
-7,307
467
$1.22M 0.03%
2,740
+1,131
468
$1.22M 0.03%
28,773
469
$1.21M 0.03%
24,998
-4,549
470
$1.21M 0.03%
3,176
-1,062
471
$1.2M 0.03%
120,648
-6,488
472
$1.2M 0.03%
12,877
+1,298
473
$1.2M 0.03%
15,100
-2,976
474
$1.19M 0.03%
13,652
+573
475
$1.18M 0.03%
7,435
-537
17 18
19
20 21