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
851
$463K 0.01%
798
-294
852
$463K 0.01%
2,996
-1,437
853
$460K 0.01%
19,929
-3,778
854
$460K 0.01%
3,996
-455
855
$459K 0.01%
3,514
-332
856
$459K 0.01%
+25,833
857
$457K 0.01%
26,750
+800
858
$457K 0.01%
46,064
+843
859
$453K 0.01%
11,872
+900
860
$453K 0.01%
6,639
-2,103
861
$453K 0.01%
13,512
-2,656
862
$453K 0.01%
9,411
-280
863
$452K 0.01%
2,099
-590
864
$452K 0.01%
34,530
+7,086
865
$452K 0.01%
86,579
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866
$452K 0.01%
2,224
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$452K 0.01%
17,756
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868
$448K 0.01%
3,482
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869
$446K 0.01%
5,891
+13
870
$445K 0.01%
13,960
-1,750
871
$445K 0.01%
+5,048
872
$443K 0.01%
9,322
-6,456
873
$443K 0.01%
4,681
+286
874
$443K 0.01%
19,130
-1,596
875
$442K 0.01%
12,325
-1,554
33 34
35
36 37