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
1251
$206K 0.01%
10,089
-2,982
1252
$204K 0.01%
1,518
-234
1253
$204K 0.01%
8,438
-6,758
1254
$203K 0.01%
+2,941
1255
$203K 0.01%
3,050
-766
1256
$202K 0.01%
2,831
-367
1257
$202K 0.01%
+3,418
1258
$201K 0.01%
+1,605
1259
$201K 0.01%
1,623
-2,143
1260
$201K 0.01%
13,321
+2,967
1261
$201K 0.01%
+3,186
1262
$201K 0.01%
5,126
-601
1263
$201K 0.01%
+3,697
1264
$201K 0.01%
7,821
-488
1265
$199K 0.01%
12,699
-3,680
1266
$198K 0.01%
28,711
-5,300
1267
$197K 0.01%
16,991
+655
1268
$196K 0.01%
23,805
-5,519
1269
$194K 0.01%
23,819
-1,300
1270
$191K 0.01%
39,000
-11,490
1271
$190K 0.01%
15,024
-2,255
1272
$190K 0.01%
+15,326
1273
$189K 0.01%
34,371
+3,011
1274
$188K 0.01%
+10,404
1275
$188K 0.01%
13,738
+2,377
49 50
51
52 53