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
501
$1.09M 0.03%
37,393
+27,138
502
$1.08M 0.03%
58,344
-1,220
503
$1.07M 0.03%
19,172
-8,948
504
$1.07M 0.03%
32,550
-2,330
505
$1.07M 0.03%
7,904
+14
506
$1.06M 0.03%
8,357
-782
507
$1.06M 0.03%
8,246
-604
508
$1.05M 0.03%
48,746
-390
509
$1.05M 0.03%
16,765
-45
510
$1.05M 0.03%
38,382
-6,331
511
$1.04M 0.03%
+24,165
512
$1.04M 0.03%
18,714
-4,815
513
$1.04M 0.03%
34,634
+3,999
514
$1.04M 0.03%
17,304
-2,780
515
$1.03M 0.03%
59,700
+23,900
516
$1.02M 0.03%
66,544
+24,238
517
$1.02M 0.03%
22,153
-1,083
518
$1.02M 0.03%
10,190
-5,422
519
$1.02M 0.03%
40,758
-6,996
520
$1.02M 0.03%
7,339
-5,198
521
$1.02M 0.03%
1,164
+158
522
$1.01M 0.03%
+35,248
523
$1.01M 0.03%
63,428
+2,677
524
$1.01M 0.03%
+20,726
525
$1.01M 0.03%
6,916
-1,050
19 20
21
22 23