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
1026
$317K 0.01%
2,766
+133
1027
$316K 0.01%
4,471
+16
1028
$316K 0.01%
11,174
-1,013
1029
$315K 0.01%
3,386
-741
1030
$315K 0.01%
6,271
-2,539
1031
$314K 0.01%
15,925
+3,581
1032
$314K 0.01%
3,196
-111
1033
$313K 0.01%
2,080
+232
1034
$313K 0.01%
6,539
-234
1035
$311K 0.01%
13,514
-305
1036
$311K 0.01%
+10,575
1037
$311K 0.01%
75,785
+3,250
1038
$309K 0.01%
4,077
-6,716
1039
$309K 0.01%
2,850
-1,498
1040
$309K 0.01%
+2,596
1041
$309K 0.01%
5,379
-1,095
1042
$308K 0.01%
3,405
+556
1043
$308K 0.01%
5,300
-2,165
1044
$307K 0.01%
8,566
-103
1045
$307K 0.01%
2,804
-1,279
1046
$307K 0.01%
94,216
-7,000
1047
$307K 0.01%
16,635
-10,511
1048
$307K 0.01%
2,572
-144
1049
$307K 0.01%
9,399
-5,850
1050
$306K 0.01%
2,725
-383
40 41
42
43 44