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
501
$1.14M 0.03%
6,716
+1,190
502
$1.14M 0.03%
18,971
+868
503
$1.14M 0.03%
4,114
-737
504
$1.14M 0.03%
63,881
+2,336
505
$1.13M 0.03%
3,699
-502
506
$1.13M 0.03%
8,097
-20,810
507
$1.13M 0.03%
14,603
+6,838
508
$1.12M 0.03%
45,042
-910
509
$1.12M 0.03%
51,405
-9,114
510
$1.12M 0.03%
422
+61
511
$1.11M 0.03%
68,340
-7,720
512
$1.11M 0.03%
23,597
+5,744
513
$1.11M 0.03%
6,668
-68
514
$1.11M 0.03%
14,574
-4,154
515
$1.11M 0.03%
26,901
-759
516
$1.11M 0.03%
16,134
-1,545
517
$1.11M 0.03%
14,588
+2,380
518
$1.1M 0.03%
3,603
-40
519
$1.1M 0.03%
15,381
-703
520
$1.1M 0.03%
73,970
+188
521
$1.09M 0.03%
+26,100
522
$1.09M 0.03%
1,326
+27
523
$1.08M 0.03%
22,621
-1
524
$1.07M 0.03%
10,641
+1,382
525
$1.07M 0.03%
47,229
-20,037
19 20
21
22 23