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
626
$58K 0.02%
6,200
+300
627
$58K 0.02%
6,992
-2,500
628
$58K 0.02%
7,425
629
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+6,266
630
$56K 0.02%
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631
$56K 0.02%
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-500
633
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634
$55K 0.02%
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-350
635
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4,231
-3,178
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637
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884
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638
$53K 0.02%
4,345
639
$52K 0.02%
+6,458
640
$50K 0.02%
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641
$50K 0.02%
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8,500
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8,100
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$48K 0.02%
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647
$46K 0.02%
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648
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649
$46K 0.02%
810
650
$46K 0.02%
6,104
-961
24 25
26
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