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
851
$453K 0.01%
28,281
+5,126
852
$450K 0.01%
6,872
+1,930
853
$450K 0.01%
20,860
+3,972
854
$450K 0.01%
39,197
-834
855
$450K 0.01%
62,990
-10
856
$447K 0.01%
+41,970
857
$446K 0.01%
19,884
858
$446K 0.01%
114,526
-3,540
859
$445K 0.01%
9,568
+156
860
$441K 0.01%
11,726
+2,282
861
$438K 0.01%
2,285
-760
862
$438K 0.01%
20,605
-991
863
$436K 0.01%
6,441
+1
864
$434K 0.01%
43,756
+2,476
865
$434K 0.01%
6,642
-2,760
866
$433K 0.01%
44,562
-70,549
867
$433K 0.01%
45,002
+2,539
868
$432K 0.01%
10,912
+151
869
$431K 0.01%
15,672
+1,499
870
$431K 0.01%
770
-8
871
$430K 0.01%
8,540
-908
872
$430K 0.01%
32,093
873
$429K 0.01%
66,015
-2,705
874
$428K 0.01%
+11,441
875
$426K 0.01%
7,848
-2,562
33 34
35
36 37