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
876
$426K 0.01%
3,965
-442
877
$426K 0.01%
3,154
-212
878
$426K 0.01%
6,057
+438
879
$426K 0.01%
14,362
-2,190
880
$424K 0.01%
73,857
+16,284
881
$424K 0.01%
6,272
-291
882
$423K 0.01%
91,932
+17,082
883
$423K 0.01%
5,032
+6
884
$419K 0.01%
4,905
+331
885
$419K 0.01%
6,822
+1,735
886
$419K 0.01%
70,000
+6,000
887
$418K 0.01%
20,747
+3,777
888
$417K 0.01%
4,837
-218
889
$417K 0.01%
3,990
-6,683
890
$417K 0.01%
25,790
+3,730
891
$416K 0.01%
14,012
+4,501
892
$416K 0.01%
+13,700
893
$414K 0.01%
80,179
+791
894
$413K 0.01%
4,487
-3,024
895
$411K 0.01%
3,178
-365
896
$411K 0.01%
10,950
+1,951
897
$409K 0.01%
1,531
+480
898
$409K 0.01%
4,885
+1,390
899
$409K 0.01%
18,356
-900
900
$409K 0.01%
5,460
+540
34 35
36
37 38