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
351
$190K 0.07%
+3,000
352
$189K 0.06%
1,500
353
$188K 0.06%
4,740
-600
354
$187K 0.06%
4,340
+764
355
$186K 0.06%
3,376
+203
356
$186K 0.06%
8,798
357
$186K 0.06%
10,185
-2,128
358
$185K 0.06%
48,425
+8,000
359
$185K 0.06%
3,660
+1,243
360
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+2,176
361
$184K 0.06%
1,145
-127
362
$183K 0.06%
3,220
+194
363
$182K 0.06%
16,046
-12,092
364
$182K 0.06%
13,500
365
$181K 0.06%
1,711
-2,160
366
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367
$181K 0.06%
4,620
368
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+1,790
369
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370
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371
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2,780
372
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373
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1,500
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374
$178K 0.06%
25,785
-917
375
$177K 0.06%
5,340
+521
13 14
15
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