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
201
$4.05M 0.11%
93,103
-8,090
202
$4.05M 0.11%
51,476
+9,013
203
$4.04M 0.11%
180,096
-11,202
204
$3.99M 0.11%
127,841
-15,052
205
$3.95M 0.11%
15,478
-1,163
206
$3.94M 0.11%
49,217
-39,097
207
$3.87M 0.1%
19,289
-1,438
208
$3.86M 0.1%
12,366
+405
209
$3.84M 0.1%
23,980
+2,286
210
$3.84M 0.1%
43,840
+10,934
211
$3.81M 0.1%
9,282
-1,155
212
$3.8M 0.1%
9,341
-102
213
$3.8M 0.1%
21,241
-1,443
214
$3.79M 0.1%
20,253
-699
215
$3.77M 0.1%
118,447
+10,150
216
$3.75M 0.1%
183,611
-33,649
217
$3.74M 0.1%
33,933
-4,266
218
$3.68M 0.1%
56,547
-78,111
219
$3.67M 0.1%
21,663
+515
220
$3.63M 0.1%
72,704
+65,340
221
$3.61M 0.1%
21,426
-21,129
222
$3.6M 0.1%
142,035
-37,545
223
$3.57M 0.1%
1,379
-169
224
$3.53M 0.1%
22,460
+118
225
$3.45M 0.09%
512,582
+46,150
7 8
9
10 11