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
1301
$141K ﹤0.01%
111,824
+47,429
1302
$140K ﹤0.01%
19,100
1303
$138K ﹤0.01%
70,000
-6,800
1304
$129K ﹤0.01%
16,940
1305
$126K ﹤0.01%
20,555
+1,900
1306
$125K ﹤0.01%
15,245
-2,138
1307
$124K ﹤0.01%
19,590
+33
1308
$124K ﹤0.01%
15,350
1309
$124K ﹤0.01%
22,915
+593
1310
$122K ﹤0.01%
27,075
-9,060
1311
$121K ﹤0.01%
11,515
-1,455
1312
$120K ﹤0.01%
10,206
-1,363
1313
$119K ﹤0.01%
13,924
-1,022
1314
$119K ﹤0.01%
15,437
+3,100
1315
$115K ﹤0.01%
+11,343
1316
$111K ﹤0.01%
19,500
+9,000
1317
$101K ﹤0.01%
14,260
+875
1318
$98.9K ﹤0.01%
3,200
-3,980
1319
$98.7K ﹤0.01%
18,191
1320
$98.4K ﹤0.01%
33,332
-3,234
1321
$97.6K ﹤0.01%
41,541
-8,625
1322
$97.5K ﹤0.01%
11,233
-21,580
1323
$97.1K ﹤0.01%
+10,300
1324
$95.8K ﹤0.01%
15,080
+709
1325
$95.2K ﹤0.01%
14,735
-7,651
51 52
53
54 55