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
201
$3.97M 0.11%
25,620
+3,928
202
$3.96M 0.11%
104,558
-7,031
203
$3.96M 0.11%
59,213
-7,494
204
$3.93M 0.1%
114,137
-560
205
$3.92M 0.1%
52,386
+2,248
206
$3.87M 0.1%
8,786
-286
207
$3.86M 0.1%
42,629
-5,390
208
$3.86M 0.1%
26,076
+1,519
209
$3.81M 0.1%
156,195
+7,869
210
$3.8M 0.1%
92,912
-27,620
211
$3.72M 0.1%
50,001
-3,646
212
$3.65M 0.1%
90,604
+44,640
213
$3.65M 0.1%
36,312
-33,061
214
$3.62M 0.1%
206,569
-2,023
215
$3.58M 0.1%
15,627
-1,002
216
$3.58M 0.1%
41,443
+19,941
217
$3.56M 0.09%
7,743
-65
218
$3.55M 0.09%
20,741
+1,331
219
$3.46M 0.09%
39,682
+320
220
$3.42M 0.09%
33,751
-671
221
$3.42M 0.09%
48,777
-15,687
222
$3.42M 0.09%
31,628
-5,034
223
$3.42M 0.09%
38,705
-2,757
224
$3.31M 0.09%
34,649
+8,410
225
$3.31M 0.09%
106,154
+9,403
7 8
9
10 11