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
$3.31B
AUM Growth
+$935M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$41.3M
3
+$38.8M
4
SH icon
ProShares Short S&P500
SH
+$30.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$24.3M

Top Sells

1
+$13.3M
2
+$4.38M
3
+$2.95M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.54M

Sector Composition

1 Technology 12.72%
2 Healthcare 7.52%
3 Consumer Discretionary 6%
4 Financials 4.95%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$328K 0.01%
3,278
-183
952
$328K 0.01%
+33,345
953
$327K 0.01%
+30,782
954
$327K 0.01%
+13,680
955
$325K 0.01%
7,332
-1,070
956
$324K 0.01%
+3,620
957
$324K 0.01%
+39,859
958
$324K 0.01%
+14,305
959
$323K 0.01%
21,351
-1,145
960
$323K 0.01%
+13,751
961
$323K 0.01%
14,127
+1,442
962
$322K 0.01%
+6,024
963
$322K 0.01%
20,049
+6,132
964
$321K 0.01%
9,030
-690
965
$321K 0.01%
11,360
-970
966
$320K 0.01%
27,145
+5,725
967
$320K 0.01%
+2,394
968
$320K 0.01%
5,757
+621
969
$319K 0.01%
46,325
+27,900
970
$318K 0.01%
1,916
-198
971
$318K 0.01%
14,809
972
$317K 0.01%
+4,905
973
$316K 0.01%
20,823
-5,691
974
$316K 0.01%
3,037
+221
975
$315K 0.01%
+7,726
37 38
39
40 41