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
1176
$35.4K 0.01%
+626
1177
$35.3K 0.01%
+2,619
1178
$35.3K 0.01%
+835
1179
$35.2K 0.01%
+899
1180
$35K 0.01%
12,425
-26,000
1181
$34.9K 0.01%
+2,162
1182
$34.7K 0.01%
+840
1183
$34.6K 0.01%
+2,378
1184
$34.5K 0.01%
+554
1185
$34.5K 0.01%
+481
1186
$34.4K 0.01%
+474
1187
$34.4K 0.01%
+341
1188
$34.2K 0.01%
+1,500
1189
$34.2K 0.01%
+548
1190
$34.1K 0.01%
+1,894
1191
$34.1K 0.01%
4,755
-1,500
1192
$34.1K 0.01%
+512
1193
$33.9K 0.01%
+2,300
1194
$33.9K 0.01%
+3,000
1195
$33.9K 0.01%
+5,000
1196
$33.8K 0.01%
+232
1197
$33.8K 0.01%
+1,533
1198
$33.8K 0.01%
+1,308
1199
$33.8K 0.01%
+300
1200
$33.7K 0.01%
+188