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
51
$14.6M 0.39%
376,678
+30,857
52
$14.6M 0.39%
76,887
+5,096
53
$14.2M 0.38%
348,599
+2,354
54
$14.2M 0.38%
36,798
-6,756
55
$14.2M 0.38%
289,668
-2,657
56
$13.8M 0.37%
72,332
-2,962
57
$13.4M 0.36%
73,317
-27,164
58
$13.3M 0.35%
174,102
-4,609
59
$13.2M 0.35%
60,979
+4,559
60
$12.8M 0.34%
99,071
+15,810
61
$12.7M 0.34%
96,754
+1,364
62
$12.5M 0.33%
151,082
+4,311
63
$12.4M 0.33%
136,505
+3,968
64
$12.3M 0.33%
305,674
-970
65
$12.1M 0.32%
248,948
-62,104
66
$12M 0.32%
160,242
-30,775
67
$11.9M 0.32%
58,285
-4,085
68
$11.8M 0.31%
222,140
+18,160
69
$11.5M 0.31%
139,492
-16,819
70
$11.3M 0.3%
358,759
+83,531
71
$10.5M 0.28%
116,631
-158,071
72
$10.4M 0.28%
258,737
-1,057
73
$10.3M 0.28%
68,503
-1,063
74
$10.3M 0.27%
370,275
-41,352
75
$10.3M 0.27%
114,525
-35,558
1 2
3
4 5