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
476
$1.18M 0.03%
10,608
+228
477
$1.18M 0.03%
39,580
+27,266
478
$1.18M 0.03%
4,319
-1,160
479
$1.17M 0.03%
121,802
-3,227
480
$1.17M 0.03%
2,721
-600
481
$1.16M 0.03%
17,280
-6,224
482
$1.16M 0.03%
11,464
+22
483
$1.16M 0.03%
1,395
+440
484
$1.15M 0.03%
22,866
485
$1.15M 0.03%
44,077
-44,826
486
$1.15M 0.03%
8,184
-1,481
487
$1.14M 0.03%
130,081
-9,920
488
$1.14M 0.03%
2,466
+80
489
$1.13M 0.03%
36,100
+21,030
490
$1.13M 0.03%
45,042
-649
491
$1.12M 0.03%
34,027
+14,689
492
$1.11M 0.03%
7,717
-2,408
493
$1.11M 0.03%
954
+312
494
$1.11M 0.03%
6,341
-341
495
$1.11M 0.03%
16,732
-1,230
496
$1.1M 0.03%
22,448
-3,843
497
$1.1M 0.03%
29,980
+1,405
498
$1.09M 0.03%
393,000
+37,000
499
$1.09M 0.03%
2,666
+1,557
500
$1.09M 0.03%
7,018
-2,417
18 19
20
21 22