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
1026
$327K 0.01%
+31,003
1027
$326K 0.01%
1,675
-1,206
1028
$326K 0.01%
4,768
+15
1029
$326K 0.01%
17,083
-664
1030
$324K 0.01%
2,747
-260
1031
$323K 0.01%
4,011
+124
1032
$322K 0.01%
+2,081
1033
$322K 0.01%
+13,297
1034
$322K 0.01%
5,273
+358
1035
$319K 0.01%
36,341
-1,090
1036
$319K 0.01%
8,004
-47
1037
$319K 0.01%
3,367
+21
1038
$318K 0.01%
+1,611
1039
$317K 0.01%
9,450
+345
1040
$317K 0.01%
51,500
+240
1041
$317K 0.01%
25,651
-1,424
1042
$315K 0.01%
31,634
-519
1043
$314K 0.01%
2,379
-340
1044
$314K 0.01%
6,626
+384
1045
$314K 0.01%
10,500
+400
1046
$313K 0.01%
+700
1047
$312K 0.01%
1,461
+373
1048
$311K 0.01%
5,190
-1,687
1049
$311K 0.01%
3,508
-45
1050
$311K 0.01%
7,121
+134
40 41
42
43 44