BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.11B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,485
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.06M
3
+$5.25M
4
CVX icon
Chevron
CVX
+$4.95M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.77M

Top Sells

1
+$7.94M
2
+$1.3M
3
+$1.26M
4
RMBS icon
Rambus
RMBS
+$1.22M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$913K

Sector Composition

1 Technology 9.69%
2 Energy 9.15%
3 Financials 8.55%
4 Healthcare 8.23%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$82.9K 0.02%
+919
802
$82.8K 0.02%
8,823
-4,524
803
$82.2K 0.02%
4,137
+275
804
$82K 0.02%
+2,984
805
$81.9K 0.02%
+2,360
806
$81.7K 0.02%
5,684
-86
807
$81.5K 0.02%
+9,000
808
$81.4K 0.02%
+1,923
809
$81.2K 0.02%
+4,000
810
$81K 0.02%
10,720
-11,725
811
$80.6K 0.02%
+853
812
$80.6K 0.02%
6,549
+303
813
$80.2K 0.02%
2,595
814
$80.2K 0.02%
+3,295
815
$80.2K 0.02%
+1,180
816
$80.1K 0.02%
+1,554
817
$80.1K 0.02%
+2,319
818
$79.8K 0.02%
+984
819
$79.8K 0.02%
+1,803
820
$79.6K 0.02%
3,778
-2,138
821
$79.2K 0.02%
11,074
+221
822
$79.2K 0.02%
+800
823
$79.1K 0.02%
+1,969
824
$79K 0.02%
989
+123
825
$78.9K 0.02%
+960
31 32
33
34 35