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
701
$654K 0.02%
+16,899
702
$650K 0.02%
8,351
+555
703
$648K 0.02%
21,508
-2,096
704
$648K 0.02%
7,868
+1,413
705
$648K 0.02%
32,858
-4,566
706
$646K 0.02%
3,808
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707
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126,708
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708
$644K 0.02%
8,722
-181
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$643K 0.02%
9,466
-124
710
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12,957
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711
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11,942
+3,392
712
$640K 0.02%
12,179
+40
713
$637K 0.02%
+4,745
714
$634K 0.02%
19,318
-5,860
715
$632K 0.02%
5,679
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717
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2,384
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719
$627K 0.02%
12,462
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6,707
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721
$620K 0.02%
7,105
+221
722
$620K 0.02%
51,297
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723
$620K 0.02%
9,286
-145
724
$617K 0.02%
12,334
+861
725
$615K 0.02%
4,176
+1,377
27 28
29
30 31