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
701
$633K 0.02%
7,414
-384
702
$632K 0.02%
9,517
+281
703
$631K 0.02%
31,547
+10,312
704
$626K 0.02%
22,379
-3,352
705
$625K 0.02%
3,407
-205
706
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6,977
-1,068
707
$623K 0.02%
7,190
+238
708
$622K 0.02%
43,183
-5,824
709
$622K 0.02%
15,518
-2,105
710
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20,034
+8,851
711
$620K 0.02%
15,251
-281
712
$619K 0.02%
10,706
-5,564
713
$616K 0.02%
28,801
-280
714
$614K 0.02%
11,913
-402
715
$614K 0.02%
17,785
-1,843
716
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+11,677
717
$607K 0.02%
8,568
-4,657
718
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2,236
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719
$604K 0.02%
12,708
-12,088
720
$603K 0.02%
120,416
+7,130
721
$600K 0.02%
22,719
-4,597
722
$599K 0.02%
40,508
+480
723
$598K 0.02%
16,166
+4,563
724
$597K 0.02%
5,861
+2,786
725
$597K 0.02%
+10,986
27 28
29
30 31