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
551
$95K 0.03%
4,304
-90
552
$95K 0.03%
324
-240
553
$94K 0.03%
7,600
-1,831
554
$94K 0.03%
2,236
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555
$94K 0.03%
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556
$94K 0.03%
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557
$94K 0.03%
20,000
558
$93K 0.03%
+3,058
559
$93K 0.03%
8,000
560
$93K 0.03%
12,218
561
$92K 0.03%
4,092
-3,920
562
$92K 0.03%
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563
$92K 0.03%
9,684
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564
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565
$92K 0.03%
3,588
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567
$91K 0.03%
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572
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+10,405
574
$88K 0.03%
+3,900
575
$87K 0.03%
+3,679
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