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
751
$573K 0.02%
11,650
-816
752
$569K 0.02%
4,550
-339
753
$567K 0.02%
6,734
-142
754
$562K 0.02%
9,379
-498
755
$560K 0.02%
4,333
-94
756
$554K 0.01%
80,501
+9,500
757
$553K 0.01%
24,669
+4,680
758
$551K 0.01%
3,605
-212
759
$550K 0.01%
70,010
760
$548K 0.01%
14,473
-3,885
761
$548K 0.01%
6,138
-933
762
$548K 0.01%
18,578
+1,642
763
$547K 0.01%
15,450
764
$547K 0.01%
53,948
+3,541
765
$546K 0.01%
27,681
-7,479
766
$543K 0.01%
3,302
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$541K 0.01%
23,192
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768
$540K 0.01%
108,489
-2,825
769
$539K 0.01%
13,450
-3,855
770
$539K 0.01%
9,211
-38,990
771
$539K 0.01%
2,371
-34
772
$539K 0.01%
26,900
+6,191
773
$538K 0.01%
3,529
-2,326
774
$538K 0.01%
+26,934
775
$533K 0.01%
15,240
-325
29 30
31
32 33