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
651
$738K 0.02%
4,447
-232
652
$736K 0.02%
62,624
+6,645
653
$735K 0.02%
19,669
-4,971
654
$735K 0.02%
19,650
-1,660
655
$733K 0.02%
9,612
+1,185
656
$731K 0.02%
7,232
+94
657
$729K 0.02%
17,784
+1,265
658
$727K 0.02%
16,617
-9,596
659
$726K 0.02%
9,615
-16,079
660
$726K 0.02%
34,922
+5,648
661
$725K 0.02%
17,475
-3,923
662
$725K 0.02%
2,158
+326
663
$724K 0.02%
4,483
+235
664
$722K 0.02%
3,661
-390
665
$721K 0.02%
1,047
-35
666
$719K 0.02%
42,934
+9
667
$718K 0.02%
5,322
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668
$716K 0.02%
23,057
-65
669
$715K 0.02%
319,166
+114,166
670
$714K 0.02%
39,365
+5,355
671
$710K 0.02%
135,689
+50
672
$709K 0.02%
1,458
-52
673
$707K 0.02%
45,567
-1,633
674
$706K 0.02%
39,355
-3,058
675
$704K 0.02%
11,796
-1,781
25 26
27
28 29