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
1476
$12.7K ﹤0.01%
97,871
-65,229
1477
$12.2K ﹤0.01%
11,500
-600
1478
$11.4K ﹤0.01%
203
1479
$11K ﹤0.01%
863
-887
1480
$10.7K ﹤0.01%
+12,200
1481
$10.3K ﹤0.01%
1,478
-2
1482
$10.2K ﹤0.01%
+23
1483
$10.2K ﹤0.01%
+15,555
1484
$9.73K ﹤0.01%
1,527
1485
$9.66K ﹤0.01%
+21,000
1486
$9.4K ﹤0.01%
1,111
1487
$9.37K ﹤0.01%
11,300
1488
$9.13K ﹤0.01%
+10,255
1489
$9.03K ﹤0.01%
75,955
-20,600
1490
$8.59K ﹤0.01%
+224
1491
$8.28K ﹤0.01%
481
1492
$7.94K ﹤0.01%
122,145
-24,948
1493
$7.29K ﹤0.01%
+13,000
1494
$7.18K ﹤0.01%
77
1495
$6.38K ﹤0.01%
11,000
1496
$6.05K ﹤0.01%
172,812
-81,388
1497
$5.34K ﹤0.01%
131
+30
1498
$4.57K ﹤0.01%
900
1499
$4.43K ﹤0.01%
38,000
-10,000
1500
$3.2K ﹤0.01%
44,200
58 59
60
61 62