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
826
$486K 0.01%
3,358
-687
827
$486K 0.01%
4,228
-2,527
828
$486K 0.01%
+5,475
829
$485K 0.01%
8,413
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830
$484K 0.01%
9,816
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831
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26,246
-11,318
832
$484K 0.01%
16,529
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833
$483K 0.01%
23,335
+6,373
834
$483K 0.01%
3,555
-105
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44,340
-4,512
836
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11,590
837
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2,229
-1,608
838
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6,142
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839
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15,406
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840
$476K 0.01%
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842
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20,569
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5,717
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844
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98,466
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845
$468K 0.01%
14,677
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$467K 0.01%
4,644
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847
$466K 0.01%
22,010
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848
$466K 0.01%
+10,397
849
$464K 0.01%
1,301
-316
850
$463K 0.01%
5,064
-108
32 33
34
35 36