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
901
$407K 0.01%
3,449
+368
902
$407K 0.01%
55,950
-3,300
903
$407K 0.01%
3,218
-1,297
904
$406K 0.01%
32,119
-413
905
$406K 0.01%
3,474
-769
906
$406K 0.01%
6,248
+316
907
$406K 0.01%
17,622
+4,467
908
$405K 0.01%
9,945
-201,997
909
$404K 0.01%
2,677
-181
910
$404K 0.01%
12,267
+526
911
$404K 0.01%
16,405
+2,400
912
$404K 0.01%
+4,046
913
$404K 0.01%
16,275
+36
914
$403K 0.01%
66,525
-500
915
$402K 0.01%
20,623
+1,177
916
$401K 0.01%
4,767
-39
917
$400K 0.01%
22,786
+1,624
918
$400K 0.01%
8,018
-780
919
$398K 0.01%
6,423
-2,339
920
$397K 0.01%
+3,983
921
$395K 0.01%
4,655
+1,244
922
$395K 0.01%
+4,548
923
$392K 0.01%
20,795
924
$391K 0.01%
33,356
+4,590
925
$390K 0.01%
9,243
-15,012
35 36
37
38 39