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
26
$21.8M 0.59%
827,198
-21,251
27
$21.6M 0.58%
469,741
-163,319
28
$20.2M 0.54%
130,219
-15,193
29
$20M 0.54%
416,800
-185,545
30
$19M 0.51%
241,630
+14,770
31
$18.9M 0.51%
126,678
+4,853
32
$17.8M 0.48%
92,990
-16,214
33
$17.8M 0.48%
229,550
-124,858
34
$17.7M 0.48%
26,246
-2,609
35
$17.3M 0.47%
178,518
-117,533
36
$16.6M 0.45%
112,620
+882
37
$16.1M 0.43%
146,629
-15,946
38
$15.9M 0.43%
301,002
-9,819
39
$15.8M 0.43%
53,365
-834
40
$15.6M 0.42%
722,062
-448,492
41
$15M 0.4%
101,929
-31,788
42
$15M 0.4%
273,319
-125,522
43
$14.9M 0.4%
35,044
-1,622
44
$14.9M 0.4%
87,611
+10,305
45
$14.5M 0.39%
27,370
-2,586
46
$13.6M 0.37%
83,390
-11,497
47
$13.5M 0.36%
219,084
+24,078
48
$13.3M 0.36%
63,556
-6,009
49
$13.3M 0.36%
255,206
-114,937
50
$13.1M 0.35%
27,010
+3,396
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