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BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
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
+$6.45M
2
+$5.99M
3
+$5.8M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$4.55M
5
TSLA icon
Tesla
TSLA
+$4.45M

Top Sells

1
+$22.5M
2
+$17.6M
3
+$10.5M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$9.54M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.46M

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 6.23%
3 Healthcare 6.14%
4 Financials 5.88%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-867
1402
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-12,387
1403
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-17,377
1404
– –
-8,813
1405
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-2,014
1406
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-3,502
1407
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-10,542
1408
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1409
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1410
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-6,850
1411
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-27,769
1412
– –
-1,869
1413
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-17,000
1414
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-5,925
1415
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1416
– –
-10,066
1417
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-16,290
1418
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-13,905
1419
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1420
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-16,098
1421
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-7,886
1422
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1423
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1424
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-4,538
1425
– –
-5,284
55 56
57
58 59