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
626
$787K 0.02%
27,704
+3,721
627
$783K 0.02%
22,822
+6,590
628
$779K 0.02%
16,245
+14
629
$776K 0.02%
75,800
-14,000
630
$776K 0.02%
24,653
-3,665
631
$775K 0.02%
2,458
+370
632
$773K 0.02%
+9,390
633
$772K 0.02%
58,871
+10,546
634
$772K 0.02%
+18,016
635
$771K 0.02%
28,707
-1,214
636
$770K 0.02%
+8,222
637
$769K 0.02%
35,168
+4,088
638
$769K 0.02%
4,957
+3,103
639
$762K 0.02%
14,592
+246
640
$762K 0.02%
13,539
+4,674
641
$757K 0.02%
13,185
+2,785
642
$751K 0.02%
14,809
+3,509
643
$749K 0.02%
11,808
+7,736
644
$748K 0.02%
5,728
645
$748K 0.02%
21,401
-3,093
646
$746K 0.02%
54,148
-7,028
647
$745K 0.02%
7,020
-1,491
648
$743K 0.02%
9,529
-5,648
649
$743K 0.02%
40,584
-2,487
650
$742K 0.02%
9,479
-4,173
24 25
26
27 28