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
476
$1.23M 0.03%
5,544
-1,990
477
$1.23M 0.03%
19,314
-9,870
478
$1.22M 0.03%
25,635
+1,695
479
$1.22M 0.03%
6,319
+194
480
$1.22M 0.03%
74,330
-217
481
$1.22M 0.03%
+24,288
482
$1.22M 0.03%
11,984
+2,849
483
$1.22M 0.03%
26,398
-2,408
484
$1.21M 0.03%
11,534
-3
485
$1.2M 0.03%
18,436
-1,106
486
$1.2M 0.03%
7,723
-2,311
487
$1.19M 0.03%
8,940
+1,290
488
$1.19M 0.03%
10,406
-4,733
489
$1.19M 0.03%
7,895
+700
490
$1.19M 0.03%
84,666
+20,542
491
$1.19M 0.03%
18,997
+4,484
492
$1.19M 0.03%
76,544
-1,495
493
$1.18M 0.03%
9,454
-186
494
$1.17M 0.03%
7,564
+2,677
495
$1.17M 0.03%
73,500
496
$1.16M 0.03%
7,579
-2,503
497
$1.16M 0.03%
118,044
+15,218
498
$1.15M 0.03%
22,100
-1,000
499
$1.15M 0.03%
41,239
+2,983
500
$1.14M 0.03%
28,579
+11,268
18 19
20
21 22