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
1251
$218K 0.01%
21,464
-3,701
1252
$217K 0.01%
+5,150
1253
$217K 0.01%
4,232
-4,762
1254
$217K 0.01%
1,491
-114
1255
$216K 0.01%
2,506
-1,487
1256
$216K 0.01%
+15,420
1257
$216K 0.01%
2,968
-91
1258
$216K 0.01%
4,502
+20
1259
$215K 0.01%
+5,061
1260
$215K 0.01%
6,004
-2,732
1261
$214K 0.01%
35,777
+655
1262
$213K 0.01%
84,265
+51,000
1263
$213K 0.01%
+1,840
1264
$212K 0.01%
+7,110
1265
$212K 0.01%
1,499
-70
1266
$212K 0.01%
6,698
1267
$212K 0.01%
3,555
-1,084
1268
$212K 0.01%
1,369
-1,094
1269
$211K 0.01%
948
+76
1270
$210K 0.01%
13,372
+161
1271
$209K 0.01%
18,452
+696
1272
$209K 0.01%
+3,984
1273
$208K 0.01%
17,309
+586
1274
$208K 0.01%
+1,236
1275
$208K 0.01%
+5,819
49 50
51
52 53