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
1401
$83.5K ﹤0.01%
+10,763
1402
$83.3K ﹤0.01%
13,247
+17
1403
$83.1K ﹤0.01%
+2,993
1404
$82.8K ﹤0.01%
10,420
+96
1405
$80.7K ﹤0.01%
12,627
+1,736
1406
$80.2K ﹤0.01%
35,650
+16,500
1407
$78.8K ﹤0.01%
11,685
-7,538
1408
$78.7K ﹤0.01%
16,025
-4,244
1409
$76.7K ﹤0.01%
14,784
-10,395
1410
$76.2K ﹤0.01%
30,000
1411
$76K ﹤0.01%
30,026
-2,738
1412
$74.9K ﹤0.01%
+10,391
1413
$73.3K ﹤0.01%
+25,975
1414
$73.1K ﹤0.01%
+10,710
1415
$72.7K ﹤0.01%
27,448
-45,713
1416
$71.5K ﹤0.01%
15,380
1417
$70K ﹤0.01%
+12,000
1418
$69.7K ﹤0.01%
18,742
-664
1419
$68.8K ﹤0.01%
1,417
-200
1420
$65.4K ﹤0.01%
15,200
1421
$65.1K ﹤0.01%
+669
1422
$61.3K ﹤0.01%
13,423
-1,500
1423
$58.5K ﹤0.01%
11,014
1424
$58K ﹤0.01%
+1,158
1425
$57.1K ﹤0.01%
+16,500
55 56
57
58 59