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
576
$874K 0.02%
3,378
-97
577
$871K 0.02%
140,100
+31
578
$869K 0.02%
2,768
-1,105
579
$867K 0.02%
51,274
+3,787
580
$866K 0.02%
6,071
-691
581
$861K 0.02%
11,844
+5,366
582
$860K 0.02%
21,398
-6,015
583
$857K 0.02%
+27,733
584
$857K 0.02%
13,159
-2,865
585
$846K 0.02%
50,688
+5,167
586
$837K 0.02%
76,764
-59,706
587
$835K 0.02%
15,971
-8,829
588
$832K 0.02%
13,999
+107
589
$830K 0.02%
4,000
590
$829K 0.02%
10,225
+280
591
$828K 0.02%
8,322
-1,549
592
$826K 0.02%
126,425
-159
593
$819K 0.02%
2,420
+280
594
$816K 0.02%
8,777
+11
595
$811K 0.02%
15,432
+6,843
596
$809K 0.02%
3,650
-111
597
$807K 0.02%
214,678
-47,782
598
$801K 0.02%
24,526
+7,380
599
$799K 0.02%
13,772
-438
600
$793K 0.02%
15,534
-1,017
22 23
24
25 26