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
76
$9.67M 0.26%
13,684
+2,196
77
$9.58M 0.26%
16,053
-910
78
$9.54M 0.26%
513,849
+9,354
79
$9.32M 0.25%
121,025
-37,997
80
$9.32M 0.25%
100,434
-56,262
81
$9.17M 0.25%
661,288
+116,150
82
$9.12M 0.25%
180,540
-25,026
83
$8.99M 0.24%
119,644
-19,321
84
$8.96M 0.24%
38,503
-1,041
85
$8.89M 0.24%
279,600
-194,374
86
$8.88M 0.24%
178,067
-144,209
87
$8.86M 0.24%
40,716
-1,110
88
$8.85M 0.24%
125,779
+26,650
89
$8.77M 0.24%
29,211
+428
90
$8.69M 0.23%
653,439
-222,607
91
$8.58M 0.23%
21,369
-1,522
92
$8.55M 0.23%
86,103
+2,102
93
$8.48M 0.23%
78,300
+22,318
94
$8.44M 0.23%
34,373
-8,762
95
$8.41M 0.23%
58,176
-4,869
96
$8.4M 0.23%
73,714
+2,661
97
$8.4M 0.23%
142,545
-11,992
98
$8.38M 0.23%
163,401
-22,462
99
$8.13M 0.22%
51,512
+12,400
100
$8.1M 0.22%
78,631
+65,721
2 3
4
5 6