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
$313M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.56M
3
+$3.58M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$3.3M
5
SSO icon
ProShares Ultra S&P500
SSO
+$3.23M

Top Sells

1
+$6.02M
2
+$5.36M
3
+$3.81M
4
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$2.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.57M

Sector Composition

1 Technology 9.38%
2 Energy 8.45%
3 Financials 7.74%
4 Healthcare 5.09%
5 Communication Services 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$232K 0.07%
3,862
-237
302
$232K 0.07%
4,263
+856
303
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304
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307
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308
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310
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311
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312
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313
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315
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324
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1,504
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325
$212K 0.07%
7,365
+2,460
11 12
13
14 15