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
676
$676K 0.02%
2,218
-421
677
$674K 0.02%
11,152
-5
678
$672K 0.02%
10,318
-203
679
$669K 0.02%
10,711
+802
680
$668K 0.02%
4,870
-915
681
$666K 0.02%
10,328
-31,046
682
$665K 0.02%
3,750
-1,009
683
$663K 0.02%
19,699
+361
684
$663K 0.02%
12,625
-4,499
685
$659K 0.02%
11,293
-7,370
686
$656K 0.02%
5,996
+433
687
$655K 0.02%
5,531
-94
688
$654K 0.02%
3,874
-266
689
$652K 0.02%
17,628
-2,548
690
$650K 0.02%
27,489
-870
691
$645K 0.02%
34,070
-17,665
692
$645K 0.02%
11,270
-430
693
$645K 0.02%
5,020
-3,062
694
$641K 0.02%
8,719
+2,914
695
$641K 0.02%
14,527
-1,363
696
$639K 0.02%
11,056
-1,259
697
$639K 0.02%
30,183
+756
698
$636K 0.02%
17,382
-699
699
$636K 0.02%
2,201
-1,464
700
$634K 0.02%
+86,588
26 27
28
29 30