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
601
$73K 0.03%
6,098
-3,640
602
$72K 0.02%
4,113
-2,795
603
$71K 0.02%
11,110
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604
$71K 0.02%
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605
$70K 0.02%
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606
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607
$70K 0.02%
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608
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609
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$68K 0.02%
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611
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612
$65K 0.02%
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613
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5,000
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614
$64K 0.02%
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615
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0
620
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$60K 0.02%
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623
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29,837
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$59K 0.02%
47,000
+31,500
625
$58K 0.02%
4,500
+500
23 24
25
26 27