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
1201
$238K 0.01%
7,534
1202
$238K 0.01%
+6,959
1203
$236K 0.01%
22,648
+7,348
1204
$236K 0.01%
3,244
+363
1205
$235K 0.01%
3,978
+634
1206
$235K 0.01%
+3,626
1207
$234K 0.01%
11,649
-5,928
1208
$234K 0.01%
+6,021
1209
$234K 0.01%
+3,428
1210
$234K 0.01%
7,873
-130
1211
$233K 0.01%
24,812
-2,398
1212
$233K 0.01%
13,934
1213
$233K 0.01%
28,209
-11,612
1214
$232K 0.01%
9,001
-4,281
1215
$232K 0.01%
17,991
+4,118
1216
$232K 0.01%
3,428
-540
1217
$232K 0.01%
+1,623
1218
$232K 0.01%
+7,922
1219
$231K 0.01%
916
-9
1220
$231K 0.01%
995
-9
1221
$230K 0.01%
20,631
1222
$230K 0.01%
13,149
-6,692
1223
$229K 0.01%
47,216
+5,066
1224
$229K 0.01%
+8,000
1225
$228K 0.01%
4,352
-1,526
47 48
49
50 51