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
876
$441K 0.01%
29,200
-9,000
877
$441K 0.01%
18,482
-7,770
878
$440K 0.01%
2,901
-520
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10,197
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880
$439K 0.01%
16,820
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881
$438K 0.01%
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-7,423
882
$437K 0.01%
5,164
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883
$436K 0.01%
6,073
-59
884
$436K 0.01%
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34,046
-6,406
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-389
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5,518
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18,025
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$433K 0.01%
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895
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16,350
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896
$429K 0.01%
9,903
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897
$428K 0.01%
5,170
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898
$428K 0.01%
9,683
-2,514
899
$427K 0.01%
+5,372
900
$426K 0.01%
16,080
-187
34 35
36
37 38