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
101
$8.03M 0.21%
157,466
+11,118
102
$8.01M 0.21%
328,306
+10,678
103
$7.99M 0.21%
279,291
+36,232
104
$7.94M 0.21%
82,351
+13,272
105
$7.92M 0.21%
39,337
-2,963
106
$7.87M 0.21%
108,187
+12,450
107
$7.85M 0.21%
37,241
+1,619
108
$7.78M 0.21%
101,547
+4,671
109
$7.76M 0.21%
332,098
+136,477
110
$7.67M 0.2%
26,819
-1,263
111
$7.62M 0.2%
16,118
+213
112
$7.59M 0.2%
76,175
+20,889
113
$7.57M 0.2%
140,319
+4,543
114
$7.56M 0.2%
59,229
+17
115
$7.5M 0.2%
200,685
+68,694
116
$7.4M 0.2%
231,923
-87,793
117
$7.26M 0.19%
101,548
-13,177
118
$7.19M 0.19%
47,394
-24,632
119
$7.18M 0.19%
10,541
+4,632
120
$7.18M 0.19%
73,210
+9,632
121
$7.05M 0.19%
21,153
+520
122
$6.97M 0.19%
88,952
-9,001
123
$6.93M 0.18%
56,338
-537
124
$6.86M 0.18%
147,321
-2,875
125
$6.85M 0.18%
17,780
-1,688
3 4
5
6 7