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
1276
$187K 0.01%
15,469
+19
1277
$181K ﹤0.01%
12,200
-3,855
1278
$179K ﹤0.01%
13,419
-13,400
1279
$176K ﹤0.01%
11,925
+1,252
1280
$175K ﹤0.01%
16,960
-700
1281
$174K ﹤0.01%
+10,956
1282
$173K ﹤0.01%
+1,500
1283
$173K ﹤0.01%
16,870
+688
1284
$172K ﹤0.01%
18,730
-6,658
1285
$168K ﹤0.01%
24,452
+87
1286
$167K ﹤0.01%
13,712
+7
1287
$162K ﹤0.01%
13,454
-2,208
1288
$161K ﹤0.01%
+10,686
1289
$156K ﹤0.01%
30,668
+6,191
1290
$155K ﹤0.01%
+17,400
1291
$153K ﹤0.01%
12,375
-29,000
1292
$152K ﹤0.01%
13,000
+938
1293
$152K ﹤0.01%
13,663
-5,159
1294
$151K ﹤0.01%
12,853
-2,984
1295
$151K ﹤0.01%
+18,600
1296
$148K ﹤0.01%
18,729
1297
$144K ﹤0.01%
45,973
+22,405
1298
$144K ﹤0.01%
11,950
+520
1299
$144K ﹤0.01%
+10,000
1300
$142K ﹤0.01%
28,089
-8,714
50 51
52
53 54