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
801
$495K 0.01%
24,298
+10,123
802
$494K 0.01%
4,810
-443
803
$494K 0.01%
5,059
-1,719
804
$494K 0.01%
18,528
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805
$493K 0.01%
15,048
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806
$492K 0.01%
5,829
-1,717
807
$492K 0.01%
13,650
-5,500
808
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+21,319
809
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2,941
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810
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3,701
-1,298
811
$488K 0.01%
5,135
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812
$487K 0.01%
6,381
-189
813
$486K 0.01%
4,308
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814
$486K 0.01%
14,927
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815
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816
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817
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1,250
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29,474
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821
$481K 0.01%
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$481K 0.01%
653
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823
$481K 0.01%
6,186
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824
$479K 0.01%
+2,594
825
$477K 0.01%
45,426
-1,300
31 32
33
34 35