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
976
$355K 0.01%
2,913
+780
977
$354K 0.01%
8,238
+11
978
$354K 0.01%
3,839
+1
979
$352K 0.01%
4,651
-561
980
$352K 0.01%
10,119
-5,700
981
$352K 0.01%
1,708
-940
982
$351K 0.01%
+7,647
983
$349K 0.01%
4,722
-191
984
$349K 0.01%
11,811
+50
985
$347K 0.01%
4,362
-336
986
$347K 0.01%
14,400
+4,600
987
$346K 0.01%
17,642
+1,401
988
$344K 0.01%
5,757
-198
989
$344K 0.01%
8,118
-365
990
$344K 0.01%
18,559
+1,162
991
$343K 0.01%
2,190
-188
992
$342K 0.01%
7,492
-3,872
993
$341K 0.01%
24,550
+600
994
$341K 0.01%
10,570
-915
995
$337K 0.01%
+14,775
996
$337K 0.01%
+14,142
997
$337K 0.01%
+7,413
998
$336K 0.01%
+10,600
999
$336K 0.01%
22,867
+19
1000
$336K 0.01%
30,732
+3,337
38 39
40
41 42