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
1426
$56.2K ﹤0.01%
11,500
-58,088
1427
$56.1K ﹤0.01%
16,600
+3,000
1428
$55.1K ﹤0.01%
10,282
1429
$54.7K ﹤0.01%
11,944
-10,000
1430
$52.4K ﹤0.01%
380
+53
1431
$52.4K ﹤0.01%
10,250
1432
$52.3K ﹤0.01%
43,600
+8,000
1433
$51.2K ﹤0.01%
35,540
-22,503
1434
$50K ﹤0.01%
46,335
-1,063
1435
$49.5K ﹤0.01%
1,248
-127
1436
$49.1K ﹤0.01%
13,710
+25
1437
$48.9K ﹤0.01%
16,930
-3,002
1438
$48.8K ﹤0.01%
14,918
1439
$46.2K ﹤0.01%
15,720
1440
$44.6K ﹤0.01%
+10,045
1441
$44.5K ﹤0.01%
11,850
1442
$43.7K ﹤0.01%
+14,369
1443
$42.5K ﹤0.01%
10,000
1444
$42.5K ﹤0.01%
35,101
+2,673
1445
$41.6K ﹤0.01%
10,500
-839
1446
$40.4K ﹤0.01%
10,529
+20
1447
$39.6K ﹤0.01%
+8,759
1448
$37.6K ﹤0.01%
+10,189
1449
$37.5K ﹤0.01%
2,448
-350
1450
$37.2K ﹤0.01%
96,229
-24,000
56 57
58
59 60