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
726
$597K 0.02%
3,638
-23
727
$597K 0.02%
20,105
-85
728
$595K 0.02%
12,644
-8,472
729
$594K 0.02%
6,348
-286
730
$593K 0.02%
6,509
-2,628
731
$592K 0.02%
+20,409
732
$590K 0.02%
1,146
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733
$590K 0.02%
4,032
-16,917
734
$589K 0.02%
7,181
-570
735
$588K 0.02%
9,552
+2,781
736
$587K 0.02%
+5,410
737
$586K 0.02%
+24,803
738
$586K 0.02%
27,210
+1,770
739
$583K 0.02%
2,131
-325
740
$583K 0.02%
16,536
-8,692
741
$583K 0.02%
23,558
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742
$583K 0.02%
3,896
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743
$582K 0.02%
10,102
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744
$582K 0.02%
10,464
-1,690
745
$578K 0.02%
10,887
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746
$578K 0.02%
2,852
-132
747
$575K 0.02%
2,977
-989
748
$574K 0.02%
50,000
749
$574K 0.02%
4,343
+369
750
$574K 0.02%
16,874
28 29
30
31 32