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
376
$177K 0.06%
1,900
-228
377
$177K 0.06%
3,907
+400
378
$176K 0.06%
5,600
379
$176K 0.06%
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+729
380
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+2,378
381
$175K 0.06%
11,908
-2,358
382
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+1,314
383
$175K 0.06%
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-130
384
$174K 0.06%
2,811
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385
$174K 0.06%
21,400
-21,546
386
$173K 0.06%
+21,500
387
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2,250
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388
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389
$172K 0.06%
3,840
-7
390
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391
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393
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394
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397
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398
$165K 0.06%
5,017
+1,240
399
$164K 0.06%
2,765
-306
400
$163K 0.06%
10,039
-6,310
14 15
16
17 18