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
1451
$35.7K ﹤0.01%
417
1452
$34.1K ﹤0.01%
171
1453
$32.9K ﹤0.01%
3,183
-375
1454
$31K ﹤0.01%
12,387
1455
$30.3K ﹤0.01%
10,000
1456
$30K ﹤0.01%
22,582
+1,255
1457
$29K ﹤0.01%
15,400
+5,000
1458
$27.1K ﹤0.01%
17,250
1459
$25.4K ﹤0.01%
4,100
+500
1460
$23.3K ﹤0.01%
10,000
1461
$23.1K ﹤0.01%
772
+190
1462
$22.7K ﹤0.01%
13,330
-3,358
1463
$22.2K ﹤0.01%
123,304
-1,586
1464
$22K ﹤0.01%
12,000
1465
$21.8K ﹤0.01%
20,000
1466
– –
0
1467
$20.6K ﹤0.01%
433
-222
1468
$20.1K ﹤0.01%
19,500
-17,000
1469
$18.5K ﹤0.01%
238
-187
1470
$17.8K ﹤0.01%
1,922
1471
$16.8K ﹤0.01%
+1,643
1472
$14.9K ﹤0.01%
855
-9
1473
$14.3K ﹤0.01%
214,506
-95,098
1474
$14.2K ﹤0.01%
3,219
-1,558
1475
$14.1K ﹤0.01%
282,198
-21,902
57 58
59
60 61