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
1326
$95.1K ﹤0.01%
20,520
1327
$91.6K ﹤0.01%
23,356
1328
$90.2K ﹤0.01%
15,400
1329
$88K ﹤0.01%
5,753
-455
1330
$85.9K ﹤0.01%
13,301
+18
1331
$84.9K ﹤0.01%
15,644
-4,544
1332
$83.5K ﹤0.01%
15,775
+3,575
1333
$82.7K ﹤0.01%
11,155
-57
1334
$80.3K ﹤0.01%
13,266
+150
1335
$79.4K ﹤0.01%
11,155
-11,755
1336
$78K ﹤0.01%
50,000
1337
$77.9K ﹤0.01%
13,000
1338
$77.2K ﹤0.01%
+20,000
1339
$73.9K ﹤0.01%
14,550
1340
$73.5K ﹤0.01%
+10,176
1341
$72.6K ﹤0.01%
96,025
-6,250
1342
$69.9K ﹤0.01%
12,119
-6,910
1343
$67.6K ﹤0.01%
12,475
-500
1344
$63.8K ﹤0.01%
20,960
+5,240
1345
$62K ﹤0.01%
15,000
+5,000
1346
$60.8K ﹤0.01%
19,124
-1,500
1347
$53.5K ﹤0.01%
10,282
1348
$53.1K ﹤0.01%
11,944
1349
$52.6K ﹤0.01%
324,000
+64,000
1350
$51.9K ﹤0.01%
10,210
-6,923
52 53
54
55 56