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
926
$398K 0.01%
7,301
-748
927
$397K 0.01%
49,327
-12,469
928
$396K 0.01%
5,916
-703
929
$395K 0.01%
89,734
-9,222
930
$394K 0.01%
6,151
-2,734
931
$393K 0.01%
7,317
+2,341
932
$393K 0.01%
1,173
+3
933
$392K 0.01%
5,577
-600
934
$392K 0.01%
11,982
-5,649
935
$391K 0.01%
11,207
+1,918
936
$391K 0.01%
74,271
+31
937
$389K 0.01%
39,047
-1,448
938
$389K 0.01%
47,337
-6,095
939
$389K 0.01%
3,245
-3,508
940
$388K 0.01%
3,609
-76
941
$388K 0.01%
10,336
+1,321
942
$388K 0.01%
1,529
-252
943
$388K 0.01%
1,763
-209
944
$388K 0.01%
+5,158
945
$387K 0.01%
1,366
-625
946
$385K 0.01%
4,423
-484
947
$384K 0.01%
1,254
-11
948
$384K 0.01%
14,044
-8,281
949
$383K 0.01%
4,712
-21
950
$379K 0.01%
18,915
-2,905
36 37
38
39 40