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
1526
– –
-7,499
1527
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-2,669
1528
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-12,895
1529
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-3,361
1530
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-2,491
1531
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-1,890
1532
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-7,573
1533
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-11,466
1534
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-43,378
1535
– –
-12,797
1536
– –
-6,590
1537
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-11,450
1538
– –
-15,958
1539
– –
-8,041
1540
– –
-6,893
1541
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-3,088
1542
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-2,253
1543
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-713
1544
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-10,615
1545
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-2,425
1546
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-10,269
1547
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-8,750
1548
– –
-823
1549
– –
-10,500
1550
– –
-10,000
60 61
62
63 64