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
1051
$310K 0.01%
3,598
+155
1052
$309K 0.01%
1,352
+164
1053
$309K 0.01%
+3,019
1054
$309K 0.01%
1,525
-5
1055
$309K 0.01%
120,040
1056
$308K 0.01%
36,317
+1,017
1057
$308K 0.01%
3,675
+45
1058
$307K 0.01%
3,255
-1,606
1059
$307K 0.01%
23,045
-980
1060
$306K 0.01%
3,028
-100
1061
$305K 0.01%
9,058
1062
$305K 0.01%
13,585
-567
1063
$304K 0.01%
+4,249
1064
$303K 0.01%
4,749
+7
1065
$302K 0.01%
+42,018
1066
$301K 0.01%
1,714
+90
1067
$300K 0.01%
4,931
-202
1068
$300K 0.01%
18,850
-6,400
1069
$300K 0.01%
3,317
-1,591
1070
$299K 0.01%
5,055
-3,686
1071
$299K 0.01%
7,401
-1,051
1072
$299K 0.01%
1,670
+140
1073
$297K 0.01%
+9,242
1074
$297K 0.01%
12,602
-525
1075
$295K 0.01%
1,750
-901
41 42
43
44 45