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
876
$69.3K 0.02%
+935
877
$69.2K 0.02%
+600
878
$69.2K 0.02%
27
-28
879
$69K 0.02%
+2,900
880
$68.8K 0.02%
+1,151
881
$68.5K 0.02%
+4,800
882
$68.5K 0.02%
+2,900
883
$68.4K 0.02%
+1,076
884
$68K 0.02%
+1,046
885
$67.9K 0.02%
+4,424
886
$67.6K 0.02%
+555
887
$67.5K 0.02%
+2,746
888
$67.2K 0.02%
+3,628
889
$67.1K 0.02%
31,511
+631
890
$67K 0.02%
725
+75
891
$66.7K 0.02%
2,964
+10
892
$66.7K 0.02%
+5,168
893
$66.7K 0.02%
+1,702
894
$66.7K 0.02%
3,046
-155
895
$66.4K 0.02%
5,000
896
$66.2K 0.02%
2,930
-2,440
897
$66.2K 0.02%
+1,493
898
$66K 0.02%
+1,239
899
$65.8K 0.02%
+2,594
900
$65.7K 0.02%
+602
34 35
36
37 38