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
1151
$37.7K 0.01%
+400
1152
$37.7K 0.01%
+1,300
1153
$37.7K 0.01%
+1,799
1154
$37.4K 0.01%
+1,096
1155
$37.2K 0.01%
+750
1156
$36.9K 0.01%
+8,588
1157
$36.9K 0.01%
+795
1158
$36.7K 0.01%
+381
1159
$36.4K 0.01%
+1,805
1160
$36.4K 0.01%
+1,100
1161
$36.2K 0.01%
+1,523
1162
$36.2K 0.01%
4,507
-1,466
1163
$36.1K 0.01%
+625
1164
$36.1K 0.01%
+630
1165
$36.1K 0.01%
+2,305
1166
$36.1K 0.01%
+473
1167
$35.9K 0.01%
+405
1168
$35.9K 0.01%
+2,516
1169
$35.7K 0.01%
+1,933
1170
$35.7K 0.01%
+432
1171
$35.7K 0.01%
+779
1172
$35.6K 0.01%
+576
1173
$35.6K 0.01%
+750
1174
$35.6K 0.01%
+602
1175
$35.5K 0.01%
+1,850