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
1301
$201K 0.01%
+4,530
1302
$201K 0.01%
+3,433
1303
$201K 0.01%
6,016
-36
1304
$200K 0.01%
+2,482
1305
$200K 0.01%
+3,215
1306
$200K 0.01%
+7,776
1307
$200K 0.01%
4,453
-3,302
1308
$199K 0.01%
20,249
-194
1309
$196K 0.01%
13,801
-3,772
1310
$194K 0.01%
16,633
-214
1311
$193K 0.01%
151,000
+46,000
1312
$193K 0.01%
1,524
-44
1313
$190K 0.01%
21,874
-12,006
1314
$189K 0.01%
11,091
-1,299
1315
$189K 0.01%
18,400
1316
$185K ﹤0.01%
10,907
-4,410
1317
$183K ﹤0.01%
96,410
-39,090
1318
$181K ﹤0.01%
15,856
+478
1319
$180K ﹤0.01%
15,694
+771
1320
$175K ﹤0.01%
10,992
+1,463
1321
$174K ﹤0.01%
15,350
-1,014
1322
$170K ﹤0.01%
22,383
+3,564
1323
$166K ﹤0.01%
+60,000
1324
$166K ﹤0.01%
16,572
+4,500
1325
$165K ﹤0.01%
16,960
+827
51 52
53
54 55