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
$3.71B
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,535
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.72M
3
+$6.35M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$4.92M
5
TSLA icon
Tesla
TSLA
+$4.66M

Top Sells

1
+$24.2M
2
+$18.7M
3
+$11.4M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$9.69M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.66M

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 6.23%
3 Healthcare 6.14%
4 Financials 5.87%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.54M 0.18%
69,470
-23,563
127
$6.46M 0.17%
119,941
+3,740
128
$6.45M 0.17%
375,377
+73,762
129
$6.41M 0.17%
83,947
-20,566
130
$6.38M 0.17%
174,560
+77,684
131
$6.31M 0.17%
35,220
-104
132
$6.3M 0.17%
26,867
-1,794
133
$6.23M 0.17%
56,578
-8,126
134
$6.22M 0.17%
79,989
-38,020
135
$6.21M 0.17%
34,512
-5,402
136
$6.19M 0.17%
61,798
-2,253
137
$6.19M 0.17%
112,832
-4,421
138
$6.13M 0.17%
365,485
-44,189
139
$6.07M 0.16%
34,625
+23,838
140
$6.02M 0.16%
71,600
-46,510
141
$6.02M 0.16%
79,898
-39,897
142
$6M 0.16%
51,196
+17,152
143
$5.98M 0.16%
216,055
+76,580
144
$5.94M 0.16%
65,541
+1,140
145
$5.89M 0.16%
61,311
-1,894
146
$5.86M 0.16%
66,293
-49,650
147
$5.77M 0.16%
15,287
-951
148
$5.76M 0.16%
114,208
-30,075
149
$5.76M 0.16%
28,958
+7,986
150
$5.74M 0.15%
114,262
-11,236
4 5
6
7 8