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
526
$1.06M 0.03%
59,001
+4,018
527
$1.05M 0.03%
65,033
-198
528
$1.05M 0.03%
20,538
+10
529
$1.04M 0.03%
59,886
+1,042
530
$1.03M 0.03%
94,915
-2,034
531
$1.03M 0.03%
4,883
+91
532
$1.02M 0.03%
20,644
-4,440
533
$1.02M 0.03%
6,720
+145
534
$1.01M 0.03%
+39,463
535
$1M 0.03%
19,801
-3,518
536
$1,000K 0.03%
4,338
-1,181
537
$999K 0.03%
21,071
-2,600
538
$998K 0.03%
55,567
+1,220
539
$996K 0.03%
23,888
-93,448
540
$992K 0.03%
25,653
+1,789
541
$989K 0.03%
48,388
-4,877
542
$988K 0.03%
53,905
+6,324
543
$986K 0.03%
11,794
+276
544
$984K 0.03%
52,528
-95
545
$982K 0.03%
10,460
+1,069
546
$979K 0.03%
2,129
+197
547
$973K 0.03%
60,188
-4,373
548
$972K 0.03%
18,040
+7,738
549
$971K 0.03%
2,666
-148
550
$969K 0.03%
25,760
-1,740
20 21
22
23 24