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
576
$891K 0.02%
19,483
-6,668
577
$891K 0.02%
42,201
+2,318
578
$891K 0.02%
32,857
+22,403
579
$891K 0.02%
35,666
+1,600
580
$884K 0.02%
40,245
-859
581
$880K 0.02%
3,067
+1,133
582
$869K 0.02%
15,930
-135,033
583
$869K 0.02%
16,091
-6,201
584
$869K 0.02%
19,122
-82
585
$868K 0.02%
9,155
+641
586
$860K 0.02%
9,001
-1,135
587
$857K 0.02%
18,394
+2,743
588
$854K 0.02%
131,400
-4,045
589
$853K 0.02%
2,807
+174
590
$851K 0.02%
5,742
-357
591
$851K 0.02%
29,693
+508
592
$850K 0.02%
46,682
+30,037
593
$845K 0.02%
17,425
-945
594
$840K 0.02%
16,135
-5,145
595
$839K 0.02%
26,946
-397
596
$839K 0.02%
6,245
-247
597
$838K 0.02%
+28,972
598
$838K 0.02%
16,547
599
$834K 0.02%
8,337
+233
600
$833K 0.02%
67,735
-5,432
22 23
24
25 26