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
676
$704K 0.02%
32,421
-10,249
677
$703K 0.02%
15,440
+4,779
678
$702K 0.02%
12,687
+3,456
679
$700K 0.02%
17,414
+773
680
$700K 0.02%
3,806
-155
681
$699K 0.02%
14,168
-7,043
682
$697K 0.02%
21,556
-21,679
683
$696K 0.02%
26,691
+2,922
684
$693K 0.02%
18,303
+102
685
$691K 0.02%
16,675
-2,717
686
$688K 0.02%
+3,996
687
$687K 0.02%
6,339
-101
688
$685K 0.02%
3,970
+113
689
$680K 0.02%
8,155
+333
690
$680K 0.02%
14,118
-7,809
691
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21,658
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692
$678K 0.02%
3,685
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693
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3,245
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694
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10,681
-1,012
695
$674K 0.02%
83,350
-1,200
696
$672K 0.02%
5,624
+560
697
$670K 0.02%
108,119
+8,713
698
$669K 0.02%
10,070
+4,078
699
$663K 0.02%
13,694
+907
700
$655K 0.02%
29,577
+1,220
26 27
28
29 30