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
151
$5.71M 0.15%
18,830
+397
152
$5.7M 0.15%
25,514
-6,055
153
$5.66M 0.15%
102,095
-59,040
154
$5.56M 0.15%
295,797
+25,809
155
$5.54M 0.15%
147,455
+12,125
156
$5.54M 0.15%
22,990
+1,057
157
$5.47M 0.15%
75,917
-35,960
158
$5.4M 0.15%
1,123,465
-32,478
159
$5.4M 0.15%
49,567
-8,458
160
$5.38M 0.14%
30,955
-14,388
161
$5.37M 0.14%
50,957
-1,509
162
$5.36M 0.14%
28,711
-839
163
$5.35M 0.14%
184,019
+142,288
164
$5.33M 0.14%
75,920
-1,017
165
$5.32M 0.14%
62,736
+7,691
166
$5.32M 0.14%
72,275
+44,565
167
$5.28M 0.14%
75,293
-3,343
168
$5.25M 0.14%
50,777
-3,219
169
$5.24M 0.14%
112,481
+105,561
170
$5.11M 0.14%
112,710
+36,495
171
$4.96M 0.13%
30,002
-407
172
$4.88M 0.13%
61,783
-18,093
173
$4.77M 0.13%
42,768
+102
174
$4.76M 0.13%
102,601
-27,990
175
$4.71M 0.13%
65,205
-2,372
5 6
7
8 9