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
726
$614K 0.02%
4,187
-2,846
727
$611K 0.02%
28,112
+212
728
$611K 0.02%
16,590
729
$609K 0.02%
5,245
-2,678
730
$606K 0.02%
12,104
-11,021
731
$601K 0.02%
11,957
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732
$600K 0.02%
9,699
-1,945
733
$599K 0.02%
39,995
+3,308
734
$595K 0.02%
25,358
-7,970
735
$595K 0.02%
+11,116
736
$594K 0.02%
+20,801
737
$590K 0.02%
10,800
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738
$587K 0.02%
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739
$587K 0.02%
13,372
-195
740
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17,101
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741
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8,215
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9,759
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743
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744
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19,571
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745
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2,451
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746
$574K 0.02%
8,260
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$573K 0.02%
10,432
748
$572K 0.02%
5,070
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749
$570K 0.02%
9,355
-2,325
750
$569K 0.02%
5,916
+359
28 29
30
31 32