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
801
$509K 0.01%
5,513
-579
802
$507K 0.01%
12,466
-2,363
803
$507K 0.01%
10,209
+3
804
$506K 0.01%
25,576
-14,100
805
$506K 0.01%
+80,254
806
$505K 0.01%
2,652
-7,043
807
$505K 0.01%
6,414
+56
808
$504K 0.01%
23,836
-3,191
809
$502K 0.01%
8,409
-2,133
810
$498K 0.01%
6,485
-1,611
811
$497K 0.01%
+17,125
812
$497K 0.01%
19,870
+1,150
813
$497K 0.01%
3,570
-1,711
814
$497K 0.01%
29,662
+859
815
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6,125
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816
$496K 0.01%
32,809
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817
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818
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-40
819
$492K 0.01%
3,276
-2,416
820
$492K 0.01%
16,211
+274
821
$489K 0.01%
6,330
-1,074
822
$489K 0.01%
17,127
-1,184
823
$489K 0.01%
34,116
-1,925
824
$489K 0.01%
39,911
+13,286
825
$488K 0.01%
7,547
-1,612
31 32
33
34 35