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
951
$376K 0.01%
2,743
-44
952
$375K 0.01%
2,971
+740
953
$375K 0.01%
1,896
-1,447
954
$375K 0.01%
4,968
-716
955
$375K 0.01%
4,654
+150
956
$374K 0.01%
2,949
-962
957
$374K 0.01%
163,350
+114,200
958
$374K 0.01%
3,897
-1,000
959
$373K 0.01%
22,145
-149,128
960
$373K 0.01%
56,990
-7,000
961
$373K 0.01%
2,403
-170
962
$373K 0.01%
19,652
-11,513
963
$370K 0.01%
10,551
+2,262
964
$370K 0.01%
5,769
-1,335
965
$370K 0.01%
17,844
-4,604
966
$369K 0.01%
3,298
-1,399
967
$368K 0.01%
14,406
-1,215
968
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3,369
-4,549
969
$363K 0.01%
2,841
-1,495
970
$361K 0.01%
6,510
-3,325
971
$360K 0.01%
10,177
+1,445
972
$360K 0.01%
4,854
+427
973
$359K 0.01%
4,615
-308
974
$358K 0.01%
1,792
-245
975
$356K 0.01%
66,174
-800
37 38
39
40 41