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
1351
$134K ﹤0.01%
22,315
1352
$132K ﹤0.01%
14,156
1353
$132K ﹤0.01%
107,025
-5,824
1354
$130K ﹤0.01%
25,057
+66
1355
$129K ﹤0.01%
12,100
-910
1356
$129K ﹤0.01%
15,882
-1,500
1357
$126K ﹤0.01%
+10,000
1358
$125K ﹤0.01%
18,793
1359
$122K ﹤0.01%
+12,950
1360
$122K ﹤0.01%
105
+39
1361
$121K ﹤0.01%
10,958
-2,000
1362
$121K ﹤0.01%
11,243
-768
1363
$121K ﹤0.01%
15,809
-5,225
1364
$117K ﹤0.01%
19,100
1365
$117K ﹤0.01%
10,700
1366
$114K ﹤0.01%
10,598
+1
1367
$112K ﹤0.01%
6,424
+105
1368
$112K ﹤0.01%
18,000
1369
$112K ﹤0.01%
29,266
1370
$110K ﹤0.01%
56,381
+1,865
1371
$109K ﹤0.01%
17,940
+5,145
1372
$108K ﹤0.01%
+13,000
1373
$106K ﹤0.01%
10,382
-794
1374
$105K ﹤0.01%
20,520
1375
$105K ﹤0.01%
+10,025
53 54
55
56 57