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
826
$477K 0.01%
5,801
-1,005
827
$477K 0.01%
30,584
-558
828
$475K 0.01%
5,353
-207
829
$474K 0.01%
+6,986
830
$474K 0.01%
17,170
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831
$468K 0.01%
3,341
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832
$467K 0.01%
3,496
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833
$467K 0.01%
5,423
-1,004
834
$467K 0.01%
6,614
-2,821
835
$466K 0.01%
1
836
$465K 0.01%
5,468
-34,765
837
$465K 0.01%
4,253
-366
838
$464K 0.01%
9,748
-1,130
839
$462K 0.01%
39,719
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840
$461K 0.01%
40,165
841
$461K 0.01%
10,221
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842
$460K 0.01%
8,592
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843
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844
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7,763
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845
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+7,982
846
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12,176
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847
$458K 0.01%
39,172
+1,242
848
$457K 0.01%
74,010
+11,010
849
$455K 0.01%
3,592
+475
850
$454K 0.01%
1,926
-3
32 33
34
35 36