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
1051
$305K 0.01%
2,870
-558
1052
$303K 0.01%
+10,364
1053
$303K 0.01%
3,762
-640
1054
$302K 0.01%
2,376
-541
1055
$302K 0.01%
6,162
-581
1056
$299K 0.01%
1,253
-370
1057
$299K 0.01%
2,466
-932
1058
$299K 0.01%
1,029
-583
1059
$298K 0.01%
3,414
-1,673
1060
$298K 0.01%
9,239
+1,651
1061
$297K 0.01%
13,035
+2,286
1062
$297K 0.01%
3,176
-280
1063
$295K 0.01%
9,614
-22,176
1064
$293K 0.01%
18,451
+1,391
1065
$292K 0.01%
17,733
-2,502
1066
$290K 0.01%
+5,441
1067
$290K 0.01%
9,456
+15
1068
$290K 0.01%
26,120
1069
$289K 0.01%
4,197
-419
1070
$287K 0.01%
1,484
-1,070
1071
$287K 0.01%
+4,939
1072
$287K 0.01%
2,097
-97
1073
$286K 0.01%
10,590
+1,132
1074
$286K 0.01%
31,501
-9,375
1075
$286K 0.01%
+5,420
41 42
43
44 45