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
1076
$293K 0.01%
5,140
1077
$292K 0.01%
36,361
+4,097
1078
$292K 0.01%
8,270
-1,049
1079
$290K 0.01%
10,192
-1,755
1080
$290K 0.01%
52,849
+8,645
1081
$290K 0.01%
40,057
-5,188
1082
$290K 0.01%
6,412
-227
1083
$290K 0.01%
14,534
-3,523
1084
$289K 0.01%
4,262
-1,460
1085
$289K 0.01%
10,836
-1,400
1086
$289K 0.01%
7,298
+971
1087
$289K 0.01%
26,120
-7,922
1088
$288K 0.01%
35,697
-7,980
1089
$288K 0.01%
33,542
+752
1090
$288K 0.01%
9,002
+741
1091
$288K 0.01%
+1,605
1092
$287K 0.01%
+10,852
1093
$287K 0.01%
8,200
-14,500
1094
$286K 0.01%
3,181
-493
1095
$285K 0.01%
73,500
+9,000
1096
$285K 0.01%
4,362
+149
1097
$284K 0.01%
2,891
+93
1098
$283K 0.01%
4,508
-279
1099
$283K 0.01%
9,233
+1,987
1100
$283K 0.01%
5,811
+32
42 43
44
45 46