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
1176
$245K 0.01%
24,565
1177
$245K 0.01%
16,142
+11
1178
$245K 0.01%
3,225
+179
1179
$245K 0.01%
+1,052
1180
$245K 0.01%
+4,691
1181
$245K 0.01%
12,000
1182
$245K 0.01%
3,898
-115
1183
$245K 0.01%
8,472
-4,468
1184
$245K 0.01%
1,725
+222
1185
$244K 0.01%
+2,195
1186
$244K 0.01%
+733
1187
$243K 0.01%
2,516
+28
1188
$243K 0.01%
159
-7
1189
$243K 0.01%
13,249
+1,461
1190
$243K 0.01%
187,000
+32,000
1191
$242K 0.01%
16,403
-3,400
1192
$241K 0.01%
24,998
-1,393
1193
$241K 0.01%
29,352
-3,462
1194
$240K 0.01%
15,525
+3,046
1195
$240K 0.01%
39,226
1196
$240K 0.01%
5,393
-2,293
1197
$239K 0.01%
+4,240
1198
$239K 0.01%
+716
1199
$239K 0.01%
1,351
+69
1200
$239K 0.01%
14,280
+2,018
46 47
48
49 50