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
1376
$105K ﹤0.01%
10,000
-665
1377
$104K ﹤0.01%
15,657
1378
$103K ﹤0.01%
16,271
-6,545
1379
$103K ﹤0.01%
+13,274
1380
$102K ﹤0.01%
153,500
+109,000
1381
$101K ﹤0.01%
74,300
1382
$101K ﹤0.01%
12,951
-3,385
1383
$100K ﹤0.01%
+41,000
1384
$99.2K ﹤0.01%
54,500
-49,500
1385
$99.1K ﹤0.01%
+10,831
1386
$97.9K ﹤0.01%
16,810
+3,181
1387
$97.7K ﹤0.01%
18,191
1388
$96.1K ﹤0.01%
15,400
1389
$95.8K ﹤0.01%
11,242
-255
1390
$95.5K ﹤0.01%
10,372
-1,935
1391
$94.5K ﹤0.01%
22,947
-652
1392
$93.9K ﹤0.01%
18,520
+4,934
1393
$93.6K ﹤0.01%
15,439
-3,300
1394
$92.1K ﹤0.01%
12,975
1395
$89.7K ﹤0.01%
10,500
1396
$86.2K ﹤0.01%
18,515
1397
$85.3K ﹤0.01%
12,149
+120
1398
$84.3K ﹤0.01%
16,602
+2,522
1399
$84K ﹤0.01%
1,578
-169
1400
$83.9K ﹤0.01%
17,416
-7,510
54 55
56
57 58