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
301
$224K 0.08%
+2,950
302
$223K 0.08%
2,879
+564
303
$220K 0.08%
3,465
-971
304
$220K 0.08%
+12
305
$219K 0.07%
5,684
+4
306
$218K 0.07%
+9,390
307
$218K 0.07%
7,774
+3,643
308
$217K 0.07%
+2,992
309
$217K 0.07%
5,961
-293
310
$217K 0.07%
3,458
+378
311
$215K 0.07%
6,475
+361
312
$214K 0.07%
3,604
-118
313
$214K 0.07%
15,500
+3,000
314
$214K 0.07%
4,033
+980
315
$212K 0.07%
+1,834
316
$212K 0.07%
3,920
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317
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318
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319
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2,681
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320
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321
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9,390
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322
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+103
323
$207K 0.07%
20,050
+4,700
324
$205K 0.07%
16,983
-22,279
325
$204K 0.07%
5,051
11 12
13
14 15