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
401
$162K 0.06%
66
+18
402
$162K 0.06%
30,544
-780,064
403
$161K 0.06%
4,530
+120
404
$161K 0.06%
20,003
+486
405
$161K 0.06%
2,428
-574
406
$161K 0.06%
10,906
+845
407
$160K 0.05%
3,519
-6,840
408
$160K 0.05%
1,500
-732
409
$159K 0.05%
3,337
-91
410
$159K 0.05%
6,665
-600
411
$159K 0.05%
6,447
+3
412
$159K 0.05%
+7,314
413
$158K 0.05%
5,202
+602
414
$156K 0.05%
1,727
-795
415
$155K 0.05%
6,500
416
$154K 0.05%
+4,600
417
$154K 0.05%
3,544
-5,645
418
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3,335
+100
419
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6,175
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420
$153K 0.05%
4,488
+1,550
421
$152K 0.05%
13,521
+87
422
$151K 0.05%
6,296
+23
423
$151K 0.05%
2,900
-1,066
424
$150K 0.05%
5,800
-100
425
$150K 0.05%
3,223
+75
15 16
17
18 19