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
1101
$273K 0.01%
3,312
-657
1102
$272K 0.01%
32,970
+3,036
1103
$272K 0.01%
19,949
-85
1104
$271K 0.01%
5,557
-831
1105
$271K 0.01%
9,312
-1,444
1106
$270K 0.01%
4,375
+590
1107
$269K 0.01%
11,715
-625
1108
$268K 0.01%
1,343
-65
1109
$266K 0.01%
8,763
+1,179
1110
$265K 0.01%
43,427
-1,885
1111
$264K 0.01%
+8,629
1112
$264K 0.01%
10,904
+198
1113
$263K 0.01%
20,564
1114
$260K 0.01%
12,821
-4,122
1115
$259K 0.01%
63,074
-1,026
1116
$259K 0.01%
33,335
+2,334
1117
$259K 0.01%
85,975
+76,328
1118
$259K 0.01%
3,108
-828
1119
$258K 0.01%
15,608
+1,495
1120
$258K 0.01%
1,795
-150
1121
$258K 0.01%
1,727
-728
1122
$257K 0.01%
1,353
-9,110
1123
$257K 0.01%
13,413
-440
1124
$255K 0.01%
34,410
1125
$255K 0.01%
33,208
43 44
45
46 47