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
476
$128K 0.04%
+6,500
477
$128K 0.04%
+3,562
478
$127K 0.04%
+3,850
479
$127K 0.04%
22,508
+2,871
480
$126K 0.04%
11,131
-682
481
$125K 0.04%
8,010
+162
482
$125K 0.04%
3,034
-9
483
$125K 0.04%
+2,819
484
$125K 0.04%
5,092
-508
485
$123K 0.04%
5,020
-520
486
$123K 0.04%
83,898
-116,821
487
$123K 0.04%
3,717
+234
488
$123K 0.04%
+10,000
489
$122K 0.04%
+3,379
490
$121K 0.04%
+3,310
491
$121K 0.04%
+7,209
492
$121K 0.04%
4,282
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493
$120K 0.04%
10,757
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494
$119K 0.04%
+6,800
495
$119K 0.04%
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496
$119K 0.04%
+4,125
497
$118K 0.04%
9,350
+800
498
$118K 0.04%
1,118
+340
499
$118K 0.04%
3,300
+300
500
$117K 0.04%
5,500
+1,500
18 19
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