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
1126
$270K 0.01%
18,093
-2,027
1127
$269K 0.01%
5,665
-525
1128
$269K 0.01%
13,907
+80
1129
$268K 0.01%
1,143
-220
1130
$267K 0.01%
22,804
-4,699
1131
$267K 0.01%
2,864
+188
1132
$267K 0.01%
4,112
+231
1133
$267K 0.01%
4,906
1134
$267K 0.01%
878
-33
1135
$263K 0.01%
8,120
-25
1136
$262K 0.01%
24,031
+4,485
1137
$262K 0.01%
+8,339
1138
$262K 0.01%
+1,308
1139
$259K 0.01%
7,367
+465
1140
$259K 0.01%
2,429
+30
1141
$259K 0.01%
21,345
+6,345
1142
$259K 0.01%
+1,763
1143
$259K 0.01%
20,484
+19
1144
$258K 0.01%
3,597
-178
1145
$258K 0.01%
3,656
+671
1146
$256K 0.01%
31,471
+248
1147
$256K 0.01%
+3,137
1148
$256K 0.01%
51,210
-10,344
1149
$256K 0.01%
8,962
+1,413
1150
$256K 0.01%
+20,000
44 45
46
47 48