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
626
$755K 0.02%
36,570
-4,260
627
$755K 0.02%
8,949
-340
628
$754K 0.02%
11,983
+38
629
$753K 0.02%
12,702
-2,330
630
$750K 0.02%
3,906
-1,803
631
$749K 0.02%
73,619
+54,665
632
$747K 0.02%
61,423
-8,370
633
$742K 0.02%
6,365
-880
634
$740K 0.02%
34,816
-337
635
$738K 0.02%
14,467
-3,489
636
$738K 0.02%
3,570
+946
637
$735K 0.02%
13,003
-4,031
638
$735K 0.02%
15,801
+6,160
639
$735K 0.02%
23,693
-522
640
$733K 0.02%
5,014
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641
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11,082
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642
$732K 0.02%
179,371
+53,997
643
$725K 0.02%
3,132
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644
$724K 0.02%
20,173
-2,075
645
$723K 0.02%
14,968
-5,470
646
$721K 0.02%
17,102
+7,079
647
$721K 0.02%
+2,040
648
$719K 0.02%
14,012
+95
649
$719K 0.02%
51,325
+6,401
650
$718K 0.02%
3,277
+1,794
24 25
26
27 28