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
101
$8.02M 0.22%
278,567
-49,129
102
$7.95M 0.21%
163,340
+11,440
103
$7.92M 0.21%
326,924
+336
104
$7.9M 0.21%
234,573
-22,342
105
$7.85M 0.21%
80,946
-3,125
106
$7.82M 0.21%
74,888
+28,320
107
$7.79M 0.21%
154,387
-11,301
108
$7.78M 0.21%
82,888
-1,598
109
$7.72M 0.21%
149,336
+25,308
110
$7.67M 0.21%
10,129
+2,938
111
$7.63M 0.21%
77,371
-1,671
112
$7.51M 0.2%
61,183
-1,942
113
$7.33M 0.2%
178,264
-119,989
114
$7.28M 0.2%
122,008
-19,779
115
$7.21M 0.19%
68,690
-18,884
116
$7.19M 0.19%
15,860
-1,453
117
$7.14M 0.19%
205,107
-6,254
118
$7.02M 0.19%
94,098
-13,801
119
$7M 0.19%
179,312
+72,863
120
$6.97M 0.19%
241,357
+90,020
121
$6.96M 0.19%
18,044
-3,139
122
$6.89M 0.19%
127,745
+13,602
123
$6.82M 0.18%
25,932
-411
124
$6.8M 0.18%
167,664
-32,673
125
$6.72M 0.18%
+149,106
3 4
5
6 7