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
551
$967K 0.03%
39,891
-14,083
552
$965K 0.03%
18,082
+12,742
553
$945K 0.03%
35,854
-192
554
$943K 0.03%
116,735
+8,765
555
$940K 0.03%
13,090
-2,447
556
$938K 0.03%
30,420
-8,402
557
$931K 0.02%
17,115
+1,685
558
$926K 0.02%
29,990
-13,900
559
$920K 0.02%
44,256
+2,230
560
$917K 0.02%
19,156
-7,255
561
$916K 0.02%
78,470
+15,340
562
$916K 0.02%
19,745
-6,334
563
$914K 0.02%
8,689
-2,347
564
$914K 0.02%
71,098
+3,352
565
$912K 0.02%
4,586
-223
566
$911K 0.02%
150,104
+6,712
567
$911K 0.02%
21,740
+5,917
568
$907K 0.02%
302,495
-42,845
569
$902K 0.02%
36,949
-3,536
570
$900K 0.02%
17,706
-524
571
$899K 0.02%
2,977
-51
572
$897K 0.02%
10,477
+5,549
573
$897K 0.02%
14,812
+395
574
$895K 0.02%
2,813
+583
575
$893K 0.02%
28,773
-607
21 22
23
24 25