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
851
$74.3K 0.02%
4,447
852
$74.3K 0.02%
4,146
853
$74.2K 0.02%
7,550
+500
854
$74.2K 0.02%
+3,250
855
$74.1K 0.02%
8,712
+10
856
$74.1K 0.02%
+1,041
857
$74.1K 0.02%
+4,885
858
$73.5K 0.02%
6,395
859
$72.9K 0.02%
+2,758
860
$72.7K 0.02%
4,500
-74
861
$72.4K 0.02%
+1,643
862
$72.3K 0.02%
+578
863
$72.3K 0.02%
+2,400
864
$72.3K 0.02%
3,165
865
$72K 0.02%
5,843
866
$71.6K 0.02%
+825
867
$71.5K 0.02%
+1,240
868
$70.8K 0.02%
+1,475
869
$70.7K 0.02%
+1,105
870
$70.5K 0.02%
2,555
-2,055
871
$70.4K 0.02%
+3,298
872
$70.3K 0.02%
+1,318
873
$70.2K 0.02%
2,810
-567
874
$70K 0.02%
+951
875
$69.7K 0.02%
+3,300
33 34
35
36 37