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
1151
$243K 0.01%
2,572
-2,176
1152
$243K 0.01%
2,741
-50
1153
$242K 0.01%
12,090
-3,123
1154
$241K 0.01%
2,664
-1,680
1155
$241K 0.01%
9,307
+192
1156
$241K 0.01%
3,608
-665
1157
$240K 0.01%
14,684
+603
1158
$240K 0.01%
4,878
-543
1159
$240K 0.01%
4,037
+170
1160
$239K 0.01%
16,881
1161
$239K 0.01%
3,504
-1,616
1162
$239K 0.01%
2,015
-2,279
1163
$238K 0.01%
40,914
+2,600
1164
$238K 0.01%
20,758
-4,712
1165
$238K 0.01%
+2,728
1166
$236K 0.01%
17,186
-1,329
1167
$236K 0.01%
5,285
-670
1168
$236K 0.01%
6,554
-6,965
1169
$235K 0.01%
4,526
-124
1170
$235K 0.01%
1,180
-1,189
1171
$235K 0.01%
9,392
-240
1172
$234K 0.01%
5,671
+447
1173
$234K 0.01%
29,398
-9,946
1174
$233K 0.01%
+5,100
1175
$233K 0.01%
5,623
-623
45 46
47
48 49