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
$3.31B
AUM Growth
+$935M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$41.3M
3
+$38.8M
4
SH icon
ProShares Short S&P500
SH
+$30.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$24.3M

Top Sells

1
+$13.3M
2
+$4.38M
3
+$2.95M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.54M

Sector Composition

1 Technology 12.72%
2 Healthcare 7.52%
3 Consumer Discretionary 6%
4 Financials 4.95%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$391K 0.01%
3,581
-1,163
877
$390K 0.01%
+6,831
878
$389K 0.01%
+4,901
879
$388K 0.01%
4,281
+496
880
$388K 0.01%
2,976
+709
881
$385K 0.01%
+9,564
882
$383K 0.01%
26,219
+1,222
883
$381K 0.01%
17,456
884
$380K 0.01%
16,750
+140
885
$379K 0.01%
24,917
-1,533
886
$378K 0.01%
+76,303
887
$378K 0.01%
3,410
+1,184
888
$378K 0.01%
9,945
+1,866
889
$376K 0.01%
15,057
+879
890
$376K 0.01%
+34,202
891
$376K 0.01%
+6,447
892
$374K 0.01%
17,814
+2,703
893
$373K 0.01%
7,989
+286
894
$372K 0.01%
4,944
-6,823
895
$371K 0.01%
+1,213
896
$370K 0.01%
3,187
+509
897
$370K 0.01%
12,359
+476
898
$370K 0.01%
13,877
-520
899
$369K 0.01%
28,034
+7,464
900
$369K 0.01%
16,360
-2,488
34 35
36
37 38