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
326
$204K 0.07%
+5,146
327
$204K 0.07%
6,537
+3,045
328
$203K 0.07%
20,879
-5,019
329
$203K 0.07%
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-79
330
$203K 0.07%
9,875
331
$202K 0.07%
3,133
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332
$202K 0.07%
2,342
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333
$201K 0.07%
4,040
334
$201K 0.07%
19,356
-1,500
335
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4,873
+758
336
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2,188
-4,037
337
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30,654
+13,042
338
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4,300
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339
$198K 0.07%
2,420
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340
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+35,626
341
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343
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345
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346
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347
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22,891
-1,591
348
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+9,300
349
$190K 0.07%
14,684
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350
$190K 0.07%
4,635
12 13
14
15 16