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
826
$78.8K 0.02%
8,973
-2,616
827
$78.8K 0.02%
+3,310
828
$78.6K 0.02%
+534
829
$78.4K 0.02%
+1,445
830
$78.1K 0.02%
+2,800
831
$77.9K 0.02%
2,008
+236
832
$77.6K 0.02%
3,007
-133
833
$77.3K 0.02%
+1,667
834
$77K 0.02%
+644
835
$76.6K 0.02%
2,967
+334
836
$76.6K 0.02%
+1,565
837
$76.4K 0.02%
+644
838
$76.2K 0.02%
+1,005
839
$76.1K 0.02%
+503
840
$75.6K 0.02%
534
841
$75.4K 0.02%
463
842
$75.4K 0.02%
+522
843
$75.3K 0.02%
+2,570
844
$75.1K 0.02%
4,850
-150
845
$75K 0.02%
1,960
-1,300
846
$74.7K 0.02%
+1,338
847
$74.7K 0.02%
+2,217
848
$74.6K 0.02%
7,610
-905
849
$74.6K 0.02%
+1,067
850
$74.5K 0.02%
2,226
-405
32 33
34
35 36