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
1126
$255K 0.01%
22,236
1127
$254K 0.01%
28,395
1128
$254K 0.01%
+9,175
1129
$254K 0.01%
4,379
-388
1130
$253K 0.01%
7,282
-66
1131
$253K 0.01%
+6,500
1132
$253K 0.01%
2,713
-1,256
1133
$252K 0.01%
+5,130
1134
$252K 0.01%
9,674
+632
1135
$251K 0.01%
34,339
-4,532
1136
$251K 0.01%
15,027
-127
1137
$250K 0.01%
6,278
-1,067
1138
$248K 0.01%
7,436
-1,600
1139
$248K 0.01%
+3,950
1140
$247K 0.01%
33,750
-4,810
1141
$247K 0.01%
6,942
-1,945
1142
$247K 0.01%
3,866
-2,550
1143
$246K 0.01%
1,116
-998
1144
$244K 0.01%
10,761
-5,798
1145
$244K 0.01%
3,304
-525
1146
$244K 0.01%
+2,766
1147
$244K 0.01%
11,972
-3,550
1148
$244K 0.01%
431
-368
1149
$244K 0.01%
4,189
-472
1150
$244K 0.01%
3,855
-2,616
44 45
46
47 48