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
526
$1M 0.03%
28,747
+652
527
$1M 0.03%
6,120
-2,337
528
$999K 0.03%
87,746
-10,660
529
$997K 0.03%
23,570
+6,803
530
$987K 0.03%
7,263
-1,317
531
$985K 0.03%
5,615
-545
532
$984K 0.03%
19,046
-58
533
$982K 0.03%
12,695
-1,132
534
$982K 0.03%
33,555
-554
535
$981K 0.03%
23,390
+7,189
536
$979K 0.03%
62,045
-5,768
537
$972K 0.03%
42,166
-41,518
538
$971K 0.03%
27,033
-9,460
539
$966K 0.03%
10,188
-832
540
$962K 0.03%
56,839
+19,307
541
$960K 0.03%
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542
$954K 0.03%
8,549
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543
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45,875
-472
544
$949K 0.03%
6,243
-1,296
545
$949K 0.03%
6,167
-470
546
$948K 0.03%
18,340
-4,421
547
$946K 0.03%
45,050
+22,219
548
$945K 0.03%
9,934
-166
549
$942K 0.03%
58,744
-12,841
550
$941K 0.03%
14,727
-13,146
20 21
22
23 24