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
1176
$233K 0.01%
2,417
-679
1177
$233K 0.01%
4,422
-20
1178
$233K 0.01%
1,689
-333
1179
$232K 0.01%
5,373
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$232K 0.01%
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1181
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2,661
-751
1182
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486
-258
1183
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4,250
+50
1184
$232K 0.01%
1,288
-162
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+2,831
1186
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29,968
-1,163
1187
$230K 0.01%
1,139
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1188
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1189
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2,652
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5,528
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6,248
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1195
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2,461
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$225K 0.01%
9,070
-465
1200
$225K 0.01%
1,672
-90
46 47
48
49 50