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
1076
$285K 0.01%
31,068
-21,024
1077
$285K 0.01%
11,538
+1,494
1078
$285K 0.01%
8,500
1079
$284K 0.01%
3,761
-387
1080
$284K 0.01%
7,550
1081
$284K 0.01%
6,161
-5,141
1082
$284K 0.01%
16,428
+320
1083
$284K 0.01%
10,125
1084
$284K 0.01%
7,053
+660
1085
$284K 0.01%
3,218
-271
1086
$282K 0.01%
27,955
-11,202
1087
$280K 0.01%
3,796
-500
1088
$280K 0.01%
2,981
+475
1089
$279K 0.01%
22,145
+800
1090
$279K 0.01%
8,862
-10,984
1091
$279K 0.01%
+12,621
1092
$278K 0.01%
9,696
-3,776
1093
$278K 0.01%
20,037
+202
1094
$278K 0.01%
18,526
-5,257
1095
$277K 0.01%
12,555
+1,855
1096
$277K 0.01%
2,188
-969
1097
$277K 0.01%
4,011
-50
1098
$276K 0.01%
132,527
+25,480
1099
$275K 0.01%
7,994
-2,679
1100
$275K 0.01%
1,900
-200
42 43
44
45 46