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
126
$6.82M 0.18%
47,128
-762
127
$6.74M 0.18%
36,028
+702
128
$6.68M 0.18%
95,577
-619
129
$6.68M 0.18%
99,938
+6,789
130
$6.64M 0.18%
68,640
-28,412
131
$6.57M 0.18%
63,073
-4,853
132
$6.57M 0.17%
153,578
-19,352
133
$6.56M 0.17%
89,993
+3,567
134
$6.56M 0.17%
52,749
+35,228
135
$6.5M 0.17%
64,866
+16,683
136
$6.45M 0.17%
32,281
+5,839
137
$6.45M 0.17%
190,540
+18,360
138
$6.39M 0.17%
28,532
-940
139
$6.37M 0.17%
85,724
-1,228
140
$6.26M 0.17%
38,350
-22
141
$6.24M 0.17%
209,070
-13,927
142
$6.17M 0.16%
103,434
+46,663
143
$6.1M 0.16%
45,563
-1,391
144
$6.1M 0.16%
111,188
+21,576
145
$6M 0.16%
59,250
+423
146
$5.97M 0.16%
54,120
-10,297
147
$5.93M 0.16%
37,372
+1,520
148
$5.93M 0.16%
65,033
+50,278
149
$5.89M 0.16%
92,216
-6,067
150
$5.86M 0.16%
206,875
-3,393
4 5
6
7 8