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
751
$568K 0.02%
17,553
-1,118
752
$567K 0.02%
55,854
-25,301
753
$566K 0.02%
9,277
+2,674
754
$565K 0.02%
89,895
-2,691
755
$564K 0.02%
+15,090
756
$562K 0.02%
50,945
+20,598
757
$561K 0.01%
21,257
+1,053
758
$560K 0.01%
5,090
-16,567
759
$556K 0.01%
4,000
760
$556K 0.01%
11,573
-2,223
761
$554K 0.01%
4,006
+1,109
762
$554K 0.01%
9,111
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763
$550K 0.01%
5,561
-1,074
764
$549K 0.01%
15,353
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765
$548K 0.01%
16,510
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766
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767
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21,797
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2,856
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769
$544K 0.01%
48,675
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770
$542K 0.01%
10,842
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771
$537K 0.01%
4,996
-66
772
$537K 0.01%
+21,056
773
$537K 0.01%
3,994
-235
774
$537K 0.01%
61,547
+1,959
775
$537K 0.01%
1,751
+107
29 30
31
32 33