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
176
$4.7M 0.13%
510,119
+48,934
177
$4.7M 0.13%
87,230
-7,487
178
$4.69M 0.13%
51,488
-2,317
179
$4.59M 0.12%
356,120
-6,350
180
$4.57M 0.12%
70,532
+22,003
181
$4.48M 0.12%
102,112
-6,304
182
$4.47M 0.12%
38,492
-2,201
183
$4.46M 0.12%
57,278
+4,503
184
$4.46M 0.12%
40,266
+729
185
$4.42M 0.12%
19,840
-3,968
186
$4.41M 0.12%
25,859
-3,339
187
$4.41M 0.12%
33,086
-5,089
188
$4.37M 0.12%
55,978
-83,951
189
$4.32M 0.12%
124,746
-5,123
190
$4.3M 0.12%
67,901
+4,576
191
$4.3M 0.12%
9,179
+111
192
$4.23M 0.11%
102,111
+4,880
193
$4.22M 0.11%
49,900
+43,662
194
$4.2M 0.11%
102,703
+17,046
195
$4.18M 0.11%
30,736
-11,006
196
$4.16M 0.11%
15,846
-81
197
$4.13M 0.11%
45,206
-5,227
198
$4.12M 0.11%
338,215
-76,575
199
$4.11M 0.11%
111,989
+570
200
$4.06M 0.11%
7,443
-374
6 7
8
9 10