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
776
$535K 0.01%
+6,518
777
$534K 0.01%
17,491
+862
778
$534K 0.01%
+16,620
779
$533K 0.01%
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780
$532K 0.01%
5,098
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781
$531K 0.01%
2,825
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782
$529K 0.01%
17,963
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783
$528K 0.01%
30,983
-7,815
784
$528K 0.01%
12,481
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785
$527K 0.01%
20,831
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$526K 0.01%
24,660
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787
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5,407
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788
$518K 0.01%
+16,621
789
$518K 0.01%
27,150
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790
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21,206
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$506K 0.01%
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$503K 0.01%
43,916
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798
$502K 0.01%
2,382
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799
$500K 0.01%
3,002
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800
$497K 0.01%
12,121
-902
30 31
32
33 34