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
1276
$208K 0.01%
+4,225
1277
$207K 0.01%
5,640
+15
1278
$206K 0.01%
+2,624
1279
$206K 0.01%
13,194
-1,416
1280
$206K 0.01%
+1,882
1281
$206K 0.01%
7,633
-45,049
1282
$206K 0.01%
18,499
+124
1283
$206K 0.01%
+2,741
1284
$206K 0.01%
17,272
+45
1285
$206K 0.01%
+2,253
1286
$205K 0.01%
+1,737
1287
$205K 0.01%
14,912
+173
1288
$205K 0.01%
+10,945
1289
$204K 0.01%
4,030
-122
1290
$204K 0.01%
+2,103
1291
$204K 0.01%
8,318
-775
1292
$203K 0.01%
2,371
+39
1293
$203K 0.01%
1,007
-588
1294
$203K 0.01%
+1,245
1295
$203K 0.01%
+6,550
1296
$202K 0.01%
4,602
+844
1297
$202K 0.01%
4,948
-1,582
1298
$202K 0.01%
25,824
-1,647
1299
$201K 0.01%
+5,335
1300
$201K 0.01%
14,012
+54
50 51
52
53 54