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
1151
$255K 0.01%
13,757
-8,627
1152
$255K 0.01%
+8,271
1153
$254K 0.01%
4,945
+620
1154
$254K 0.01%
1,769
-106
1155
$253K 0.01%
18,612
+779
1156
$253K 0.01%
8,607
1157
$253K 0.01%
4,915
-506
1158
$252K 0.01%
4,450
1159
$251K 0.01%
30,464
-20,961
1160
$251K 0.01%
3,066
+48
1161
$251K 0.01%
1,078
-241
1162
$251K 0.01%
28,270
+9,070
1163
$251K 0.01%
28,395
1164
$251K 0.01%
20,396
+120
1165
$250K 0.01%
807
+207
1166
$250K 0.01%
+4,901
1167
$249K 0.01%
26,860
+439
1168
$249K 0.01%
43,000
+4,500
1169
$248K 0.01%
34,011
-1,300
1170
$248K 0.01%
1,943
+210
1171
$248K 0.01%
18,427
-4,329
1172
$247K 0.01%
7,752
-7
1173
$247K 0.01%
+2,963
1174
$247K 0.01%
+5,150
1175
$246K 0.01%
+3,554
45 46
47
48 49