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
1226
$228K 0.01%
9,946
-16
1227
$228K 0.01%
2,341
-281
1228
$228K 0.01%
11,507
-7,228
1229
$227K 0.01%
+3,939
1230
$226K 0.01%
+6,960
1231
$226K 0.01%
3,799
+56
1232
$226K 0.01%
+3,280
1233
$226K 0.01%
+5,762
1234
$226K 0.01%
+321
1235
$225K 0.01%
2,598
+108
1236
$224K 0.01%
3,634
-3,538
1237
$223K 0.01%
+1,505
1238
$222K 0.01%
+5,164
1239
$221K 0.01%
9,311
-646
1240
$221K 0.01%
+3,996
1241
$221K 0.01%
1,667
+80
1242
$220K 0.01%
4,967
-1,002
1243
$219K 0.01%
2,368
-156
1244
$219K 0.01%
+5,623
1245
$219K 0.01%
+5,072
1246
$219K 0.01%
+8,106
1247
$218K 0.01%
10,403
+39
1248
$218K 0.01%
27,405
+118
1249
$218K 0.01%
3,790
+378
1250
$218K 0.01%
7,010
+245
48 49
50
51 52