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
451
$140K 0.05%
2,480
-200
452
$139K 0.05%
16,203
-13,290
453
$139K 0.05%
2,405
+1
454
$139K 0.05%
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-9,555
455
$139K 0.05%
2,400
-8
456
$138K 0.05%
6,112
-2,398
457
$138K 0.05%
8,271
-491
458
$138K 0.05%
+6,973
459
$137K 0.05%
18,173
-7,286
460
$137K 0.05%
566
+19
461
$137K 0.05%
5,740
+706
462
$135K 0.05%
3,798
-4,677
463
$135K 0.05%
+3,678
464
$135K 0.05%
+1,968
465
$134K 0.05%
729
466
$133K 0.05%
4,425
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467
$133K 0.05%
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468
$133K 0.05%
+1,000
469
$132K 0.05%
6,293
-3,280
470
$130K 0.04%
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-250
471
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+1,687
472
$129K 0.04%
+1,704
473
$129K 0.04%
+4,905
474
$129K 0.04%
2,944
-426
475
$129K 0.04%
15,883
-16,168
17 18
19
20 21