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
$313M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$5.56M
3
+$3.58M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$3.3M
5
SSO icon
ProShares Ultra S&P500
SSO
+$3.23M

Top Sells

1
+$6.02M
2
+$5.36M
3
+$3.81M
4
UST icon
ProShares Ultra 7-10 Year Treasury
UST
+$2.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.57M

Sector Composition

1 Technology 9.38%
2 Energy 8.45%
3 Financials 7.74%
4 Healthcare 5.09%
5 Communication Services 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$77K 0.02%
+2,603
602
$76K 0.02%
+8,430
603
$76K 0.02%
3,153
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604
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605
$75K 0.02%
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606
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607
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608
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609
$73K 0.02%
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611
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613
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615
$70K 0.02%
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616
$69K 0.02%
9,275
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$69K 0.02%
7,275
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$67K 0.02%
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$67K 0.02%
650
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$67K 0.02%
8,673
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625
$67K 0.02%
33,246
+3,409
23 24
25
26 27