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
1101
$283K 0.01%
24,442
-169
1102
$282K 0.01%
823
-58
1103
$282K 0.01%
+5,993
1104
$281K 0.01%
17,835
-84
1105
$281K 0.01%
25,362
-4,666
1106
$281K 0.01%
10,245
-1,653
1107
$281K 0.01%
+1,900
1108
$280K 0.01%
1,332
+18
1109
$279K 0.01%
20,438
-7,193
1110
$278K 0.01%
7,607
+70
1111
$278K 0.01%
20,564
-6,062
1112
$277K 0.01%
3,534
-257
1113
$277K 0.01%
3,793
+730
1114
$277K 0.01%
11,767
-1,378
1115
$277K 0.01%
8,931
-2,247
1116
$276K 0.01%
3,424
-115
1117
$275K 0.01%
2,500
+158
1118
$275K 0.01%
22,932
+16
1119
$275K 0.01%
3,243
+643
1120
$275K 0.01%
32,464
1121
$274K 0.01%
1,060
-1,172
1122
$273K 0.01%
6,306
-1,307
1123
$272K 0.01%
1,343
-1,001
1124
$272K 0.01%
8,215
-3,368
1125
$271K 0.01%
24,145
+1,268
43 44
45
46 47