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
1226
$213K 0.01%
3,999
-725
1227
$213K 0.01%
934
-1,277
1228
$212K 0.01%
6,736
-2,645
1229
$212K 0.01%
2,713
-399
1230
$211K 0.01%
9,442
-2,866
1231
$211K 0.01%
17,915
+7,506
1232
$211K 0.01%
11,651
-1,244
1233
$211K 0.01%
2,348
-440
1234
$210K 0.01%
+2,655
1235
$209K 0.01%
4,632
-8,131
1236
$209K 0.01%
14,384
-1,133
1237
$209K 0.01%
20,119
-2,110
1238
$209K 0.01%
5,250
-2,003
1239
$209K 0.01%
3,939
-2,658
1240
$208K 0.01%
+6,150
1241
$208K 0.01%
925
-521
1242
$208K 0.01%
996
-640
1243
$207K 0.01%
+6,850
1244
$207K 0.01%
+1,809
1245
$207K 0.01%
1,136
-269
1246
$207K 0.01%
20,240
+1,000
1247
$207K 0.01%
+7,110
1248
$206K 0.01%
2,346
-183
1249
$206K 0.01%
16,829
+130
1250
$206K 0.01%
4,889
-636
48 49
50
51 52