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
176
$4.96M 0.13%
71,233
+16,777
177
$4.93M 0.13%
10,619
+7,169
178
$4.91M 0.13%
128,635
-353
179
$4.85M 0.13%
14,813
+881
180
$4.8M 0.13%
27,021
-10,992
181
$4.8M 0.13%
105,625
-8,937
182
$4.79M 0.13%
102,013
+39,450
183
$4.76M 0.13%
54,185
+9,077
184
$4.75M 0.13%
1,933
-218
185
$4.72M 0.13%
546,463
-4,754
186
$4.7M 0.13%
19,254
-3,651
187
$4.65M 0.12%
46,648
-7,056
188
$4.64M 0.12%
49,884
-6,523
189
$4.63M 0.12%
10,024
-1,241
190
$4.56M 0.12%
150,840
+38,095
191
$4.56M 0.12%
22,782
+120
192
$4.51M 0.12%
89,120
+19,005
193
$4.36M 0.12%
59,121
-1,305
194
$4.35M 0.12%
44,293
-8,487
195
$4.3M 0.11%
266,664
-35,682
196
$4.28M 0.11%
13,448
+5,658
197
$4.26M 0.11%
32,392
+1,630
198
$4.25M 0.11%
+32,222
199
$4.13M 0.11%
137,976
-4,122
200
$4.09M 0.11%
30,111
-1,048
6 7
8
9 10