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
926
$389K 0.01%
73,675
+123
927
$388K 0.01%
97,216
+55,050
928
$387K 0.01%
13,920
-56,150
929
$387K 0.01%
93,512
-2,575
930
$387K 0.01%
5,466
-147
931
$387K 0.01%
16,123
+112
932
$386K 0.01%
4,330
-6,923
933
$385K 0.01%
+3,393
934
$385K 0.01%
+35,511
935
$378K 0.01%
10,886
936
$378K 0.01%
+20,095
937
$378K 0.01%
3,437
-453
938
$378K 0.01%
18,332
+320
939
$378K 0.01%
+1,395
940
$378K 0.01%
+7,867
941
$378K 0.01%
6,332
+370
942
$376K 0.01%
+9,505
943
$376K 0.01%
21,322
944
$374K 0.01%
5,911
+189
945
$374K 0.01%
4,016
+1,690
946
$373K 0.01%
19,896
+4,975
947
$373K 0.01%
24,153
+12
948
$372K 0.01%
10,967
+541
949
$371K 0.01%
44,772
-4,202
950
$371K 0.01%
24,384
36 37
38
39 40