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
551
$936K 0.03%
98,561
+8,066
552
$936K 0.03%
2,041
+278
553
$934K 0.03%
5,954
-2,285
554
$932K 0.03%
4,317
-1,027
555
$930K 0.03%
76,298
-6,186
556
$929K 0.03%
44,969
+6,185
557
$923K 0.02%
31,410
+14,632
558
$923K 0.02%
14,046
-2,396
559
$922K 0.02%
16,335
-110
560
$913K 0.02%
18,040
-1,046
561
$912K 0.02%
29,898
-1,091
562
$911K 0.02%
6,586
-455
563
$907K 0.02%
49,788
-23,865
564
$904K 0.02%
+83,987
565
$899K 0.02%
47,328
+2,302
566
$899K 0.02%
6,225
-3,605
567
$896K 0.02%
110,402
+12,546
568
$892K 0.02%
43,028
-278
569
$890K 0.02%
7,786
-1,083
570
$890K 0.02%
11,675
-9,390
571
$890K 0.02%
12,865
-1,016
572
$889K 0.02%
4,073
+17
573
$880K 0.02%
18,221
-4,275
574
$880K 0.02%
29,906
+13,000
575
$878K 0.02%
4,415
-185
21 22
23
24 25