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
901
$426K 0.01%
9,053
-6,773
902
$425K 0.01%
7,130
-162
903
$424K 0.01%
18,202
-8,775
904
$423K 0.01%
39,104
-11,554
905
$422K 0.01%
3,611
-268
906
$421K 0.01%
33,635
+22,444
907
$421K 0.01%
2,257
+269
908
$417K 0.01%
1,074
+55
909
$417K 0.01%
6,948
-2,007
910
$416K 0.01%
3,414
+141
911
$416K 0.01%
4,612
-3,531
912
$414K 0.01%
8,681
-7,397
913
$414K 0.01%
35,031
+14,246
914
$414K 0.01%
1,741
-1,257
915
$414K 0.01%
34,989
-2,529
916
$413K 0.01%
3,000
-72
917
$413K 0.01%
2,595
-423
918
$412K 0.01%
13,678
-2,967
919
$410K 0.01%
+6,628
920
$405K 0.01%
+5,321
921
$404K 0.01%
2,184
-177
922
$404K 0.01%
+3,302
923
$402K 0.01%
35,254
-21
924
$402K 0.01%
10,196
-470
925
$399K 0.01%
+24,082
35 36
37
38 39