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
976
$354K 0.01%
21,373
-4,196
977
$354K 0.01%
+1,726
978
$354K 0.01%
4,249
-234
979
$353K 0.01%
13,511
+67
980
$352K 0.01%
1,081
+109
981
$352K 0.01%
3,138
-254
982
$352K 0.01%
6,772
-1,216
983
$351K 0.01%
11,023
+1,822
984
$350K 0.01%
7,741
+94
985
$349K 0.01%
2,551
-76
986
$349K 0.01%
7,758
-1,074
987
$349K 0.01%
23,950
-2,000
988
$349K 0.01%
6,072
-3,285
989
$348K 0.01%
28,655
+750
990
$347K 0.01%
25,572
-1,105
991
$346K 0.01%
64,092
-429
992
$345K 0.01%
25,593
-3,426
993
$345K 0.01%
10,959
-1,260
994
$344K 0.01%
93,535
-2,750
995
$344K 0.01%
1,799
+261
996
$344K 0.01%
17,640
-4,439
997
$344K 0.01%
4,048
+1,646
998
$343K 0.01%
6,895
+2,504
999
$342K 0.01%
13,468
+184
1000
$342K 0.01%
+10,198
38 39
40
41 42