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
1351
$51.1K ﹤0.01%
1,800
+1,104
1352
$47.8K ﹤0.01%
12,415
+811
1353
$47K ﹤0.01%
14,380
-1,000
1354
$45.8K ﹤0.01%
1,713
+167
1355
$45.4K ﹤0.01%
12,850
-9,000
1356
$42.3K ﹤0.01%
10,221
-198
1357
$38K ﹤0.01%
16,513
-7,542
1358
$35.6K ﹤0.01%
10,401
-1,139
1359
$35.5K ﹤0.01%
20,071
1360
$30.3K ﹤0.01%
482
-51
1361
$28.9K ﹤0.01%
26,500
-249,265
1362
$28.5K ﹤0.01%
10,000
1363
$27.8K ﹤0.01%
13,000
1364
$26.3K ﹤0.01%
1,200
-130
1365
$25.9K ﹤0.01%
171
1366
$25K ﹤0.01%
10,430
-3,700
1367
$23.9K ﹤0.01%
37,600
-6,000
1368
$23.3K ﹤0.01%
12,756
-7,093
1369
$21.1K ﹤0.01%
10,090
-130
1370
$19.5K ﹤0.01%
+11,490
1371
$18K ﹤0.01%
+12,300
1372
$17.7K ﹤0.01%
11,500
1373
$16.7K ﹤0.01%
349
1374
$16K ﹤0.01%
12,000
1375
$12.8K ﹤0.01%
12,200
53 54
55
56 57