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
1001
$335K 0.01%
4,419
+605
1002
$335K 0.01%
13,414
-5,230
1003
$334K 0.01%
4,541
1004
$333K 0.01%
15,249
+725
1005
$333K 0.01%
19,640
+1,232
1006
$332K 0.01%
21,866
+6,037
1007
$332K 0.01%
5,618
-4,356
1008
$331K 0.01%
9,261
-63,129
1009
$330K 0.01%
4,885
-182
1010
$330K 0.01%
64,907
+13,387
1011
$329K 0.01%
48,676
+37,391
1012
$329K 0.01%
5,012
1013
$328K 0.01%
3,226
+3
1014
$327K 0.01%
3,794
-1,569
1015
$325K 0.01%
3,454
+328
1016
$325K 0.01%
21,088
+8,702
1017
$324K 0.01%
58,330
+2,178
1018
$321K 0.01%
4,783
-738
1019
$321K 0.01%
4,741
+1,846
1020
$320K 0.01%
4,222
+1,231
1021
$320K 0.01%
8,644
+393
1022
$319K 0.01%
3,427
-167
1023
$319K 0.01%
2,961
-997
1024
$318K 0.01%
87,065
-5,200
1025
$317K 0.01%
23,793
+6,354
39 40
41
42 43