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
601
$830K 0.02%
3,263
+119
602
$825K 0.02%
18,166
+4,083
603
$818K 0.02%
4,200
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604
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69,674
605
$817K 0.02%
65,265
-20,401
606
$816K 0.02%
18,754
+1,250
607
$814K 0.02%
15,179
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608
$814K 0.02%
1,627
+396
609
$814K 0.02%
42,112
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610
$808K 0.02%
4,966
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611
$807K 0.02%
37,572
+10,602
612
$804K 0.02%
13,085
-2
613
$803K 0.02%
1,416
614
$801K 0.02%
60,443
+6,384
615
$800K 0.02%
22,628
-31,270
616
$800K 0.02%
23,639
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617
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16,721
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618
$794K 0.02%
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619
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12,484
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620
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49,478
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621
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22,390
622
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1,845
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623
$790K 0.02%
215,983
+1,316
624
$790K 0.02%
23,509
-14,729
625
$790K 0.02%
24,994
-979
23 24
25
26 27