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
1326
$164K ﹤0.01%
14,941
1327
$164K ﹤0.01%
11,753
+6
1328
$161K ﹤0.01%
15,481
+9
1329
$161K ﹤0.01%
10,681
1330
$159K ﹤0.01%
22,910
1331
$159K ﹤0.01%
16,479
+1,295
1332
$158K ﹤0.01%
14,683
1333
$156K ﹤0.01%
12,805
+766
1334
$154K ﹤0.01%
17,729
1335
$152K ﹤0.01%
1,343
+215
1336
$152K ﹤0.01%
15,753
-676
1337
$151K ﹤0.01%
15,250
1338
$149K ﹤0.01%
12,107
+1,120
1339
$146K ﹤0.01%
+11,731
1340
$145K ﹤0.01%
11,205
-700
1341
$144K ﹤0.01%
689
-159
1342
$142K ﹤0.01%
10,993
+133
1343
$142K ﹤0.01%
17,010
1344
$138K ﹤0.01%
17,487
-718
1345
$137K ﹤0.01%
15,000
1346
$136K ﹤0.01%
15,638
+1,150
1347
$136K ﹤0.01%
16,350
+1,400
1348
$135K ﹤0.01%
11,132
-1,050
1349
$134K ﹤0.01%
16,421
-5,274
1350
$134K ﹤0.01%
+24,188
52 53
54
55 56