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
276
$241K 0.08%
5,171
-1,525
277
$241K 0.08%
+6,990
278
$241K 0.08%
14,820
+1,560
279
$241K 0.08%
37,911
-36,720
280
$240K 0.08%
6,243
-2,484
281
$238K 0.08%
3,405
+42
282
$238K 0.08%
5,254
-158
283
$238K 0.08%
5,779
+1
284
$237K 0.08%
2,074
+150
285
$237K 0.08%
3,914
+288
286
$236K 0.08%
6,369
-1,726
287
$236K 0.08%
9,645
-5,370
288
$230K 0.08%
6,331
+461
289
$229K 0.08%
5,372
-2,462
290
$229K 0.08%
5,150
-1,303
291
$229K 0.08%
3,913
+190
292
$228K 0.08%
13,040
+8,408
293
$228K 0.08%
52,853
-53,334
294
$227K 0.08%
15,120
+2,965
295
$227K 0.08%
+5,089
296
$227K 0.08%
21,302
297
$227K 0.08%
2,269
+359
298
$226K 0.08%
19,458
-20,828
299
$225K 0.08%
+14,554
300
$225K 0.08%
16,032
+669
10 11
12
13 14