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
1201
$224K 0.01%
+4,000
1202
$224K 0.01%
+8,947
1203
$223K 0.01%
2,141
-444
1204
$222K 0.01%
1,346
-573
1205
$222K 0.01%
20,143
+12
1206
$221K 0.01%
491
-102
1207
$221K 0.01%
+5,670
1208
$221K 0.01%
4,621
-1,950
1209
$220K 0.01%
17,643
-598
1210
$220K 0.01%
2,101
-207
1211
$220K 0.01%
+2,733
1212
$219K 0.01%
4,279
-832
1213
$219K 0.01%
18,375
1214
$219K 0.01%
5,051
-1,248
1215
$217K 0.01%
8,625
-4,194
1216
$217K 0.01%
+5,089
1217
$216K 0.01%
5,452
-371
1218
$216K 0.01%
4,578
-4,431
1219
$215K 0.01%
6,715
-2,693
1220
$215K 0.01%
+4,454
1221
$215K 0.01%
12,842
-2,752
1222
$214K 0.01%
+7,957
1223
$214K 0.01%
2,678
-1,046
1224
$213K 0.01%
+17,526
1225
$213K 0.01%
747
-448
47 48
49
50 51