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
51
$13M 0.35%
131,896
+64,182
52
$13M 0.35%
95,520
+9,629
53
$13M 0.35%
180,405
-84,947
54
$12.6M 0.34%
73,494
+5,386
55
$12.2M 0.33%
63,535
+9,587
56
$12.2M 0.33%
145,607
-1,169
57
$12.2M 0.33%
57,181
-19,467
58
$12M 0.32%
49,526
-16,670
59
$11.9M 0.32%
234,544
-69,531
60
$11.6M 0.31%
222,037
+21,731
61
$11.6M 0.31%
40,179
-3,028
62
$11.4M 0.31%
38,678
-870
63
$11.4M 0.31%
109,070
-50,178
64
$11.3M 0.3%
299,418
-11,357
65
$11.2M 0.3%
184,814
-21,195
66
$11.1M 0.3%
801,612
-47,324
67
$10.7M 0.29%
34,669
+790
68
$10.7M 0.29%
72,348
-3,551
69
$10.6M 0.29%
215,168
-72,551
70
$10.1M 0.27%
42,700
-8,129
71
$10.1M 0.27%
77,303
+559
72
$10.1M 0.27%
184,254
+1,328
73
$10M 0.27%
38,535
-2,557
74
$10M 0.27%
109,846
-89,382
75
$9.85M 0.27%
189,628
-84,875
1 2
3
4 5