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
951
$371K 0.01%
11,214
-2,566
952
$370K 0.01%
143,792
-126,741
953
$369K 0.01%
19,083
+1,068
954
$369K 0.01%
12,940
-1,183
955
$369K 0.01%
+4,628
956
$367K 0.01%
12,703
-23,220
957
$367K 0.01%
15,310
-1,149
958
$367K 0.01%
20,768
-1,220
959
$367K 0.01%
7,830
960
$367K 0.01%
28,364
+100
961
$364K 0.01%
9,695
-8,678
962
$364K 0.01%
3,047
-1,705
963
$363K 0.01%
+6,962
964
$362K 0.01%
14,591
-494
965
$362K 0.01%
1,580
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966
$360K 0.01%
14,526
-12,435
967
$358K 0.01%
4,974
-1,792
968
$358K 0.01%
45,638
-13,441
969
$358K 0.01%
2,090
+337
970
$357K 0.01%
4,026
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971
$357K 0.01%
5,721
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972
$356K 0.01%
70,010
+30,010
973
$355K 0.01%
+8,268
974
$355K 0.01%
8,203
-10,399
975
$355K 0.01%
4,410
-8
37 38
39
40 41