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
$292M
AUM Growth
-$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$4.67M
3
+$1.9M
4
STPP
iPath US Treasury Steepener ETN
STPP
+$1.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.25M

Top Sells

1
+$6.32M
2
+$4.14M
3
+$4.07M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$939K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$878K

Sector Composition

1 Energy 9.49%
2 Technology 8.29%
3 Financials 6.24%
4 Healthcare 5.03%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$263K 0.09%
3,371
+11
252
$263K 0.09%
13,200
+300
253
$263K 0.09%
7,230
+2,016
254
$262K 0.09%
6,363
-728
255
$262K 0.09%
10,094
-9,595
256
$261K 0.09%
4,151
-1,041
257
$260K 0.09%
6,482
+225
258
$260K 0.09%
4,099
259
$259K 0.09%
15,500
+6,900
260
$258K 0.09%
10,572
-854
261
$258K 0.09%
9,902
262
$256K 0.09%
19,227
+168
263
$255K 0.09%
3,990
-4,289
264
$253K 0.09%
9,741
-13,622
265
$252K 0.09%
8,352
-198
266
$252K 0.09%
5,650
267
$249K 0.09%
8,030
+228
268
$249K 0.09%
12,100
+7,655
269
$246K 0.08%
26,935
-5,770
270
$246K 0.08%
8,600
-29
271
$244K 0.08%
2,179
-16
272
$244K 0.08%
5,788
+864
273
$244K 0.08%
9,449
-1,548
274
$243K 0.08%
6,320
-40
275
$242K 0.08%
2,904
-96
9 10
11
12 13