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
601
$791K 0.02%
+17,280
602
$791K 0.02%
33,717
+12,832
603
$787K 0.02%
33,641
+13,888
604
$786K 0.02%
15,808
-5,117
605
$786K 0.02%
51,011
-20,957
606
$783K 0.02%
12,862
-11,988
607
$782K 0.02%
3,625
+48
608
$781K 0.02%
54,546
-4,982
609
$779K 0.02%
32,043
-8,193
610
$777K 0.02%
59,673
-10,706
611
$776K 0.02%
11,458
-1,675
612
$774K 0.02%
28,941
-1,073
613
$772K 0.02%
3,166
-335
614
$771K 0.02%
11,624
-9,856
615
$770K 0.02%
62,346
+8,600
616
$769K 0.02%
5,864
-289
617
$768K 0.02%
13,329
-27,100
618
$768K 0.02%
1,384
-495
619
$767K 0.02%
13,663
-15,871
620
$763K 0.02%
754
-9
621
$761K 0.02%
10,108
-3,658
622
$759K 0.02%
60,248
+1,970
623
$759K 0.02%
14,494
-5,021
624
$759K 0.02%
59,212
+8,383
625
$756K 0.02%
4,501
+240
23 24
25
26 27