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
426
$150K 0.05%
+3,122
427
$149K 0.05%
+1,453
428
$149K 0.05%
10,386
+271
429
$148K 0.05%
5,700
+26
430
$148K 0.05%
3,957
+105
431
$147K 0.05%
1,897
-5
432
$146K 0.05%
+2,204
433
$146K 0.05%
155
+14
434
$145K 0.05%
3,465
-155
435
$145K 0.05%
+9,307
436
$145K 0.05%
4,459
+251
437
$144K 0.05%
3,447
-3,597
438
$144K 0.05%
+3,900
439
$143K 0.05%
6,037
+257
440
$143K 0.05%
35,721
+2,017
441
$143K 0.05%
9,150
+5,350
442
$143K 0.05%
1,913
-35
443
$142K 0.05%
5,470
+200
444
$142K 0.05%
526
445
$142K 0.05%
3,228
-159
446
$141K 0.05%
9,212
+64
447
$141K 0.05%
+3,782
448
$140K 0.05%
10,863
-3,986
449
$140K 0.05%
3,600
-52
450
$140K 0.05%
+1,533
16 17
18
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