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
1276
$29.2K 0.01%
+850
1277
$29.1K 0.01%
+2,086
1278
$29.1K 0.01%
+887
1279
$28.9K 0.01%
+924
1280
$28.9K 0.01%
+1,821
1281
$28.7K 0.01%
+2,600
1282
$28.7K 0.01%
+454
1283
$28.7K 0.01%
+2,200
1284
$28.7K 0.01%
+820
1285
$28.6K 0.01%
+458
1286
$28.6K 0.01%
+1,700
1287
$28.6K 0.01%
+733
1288
$28.5K 0.01%
+1,475
1289
$28.5K 0.01%
+2,228
1290
$28.4K 0.01%
2,865
-9,158
1291
$28.4K 0.01%
+670
1292
$28.3K 0.01%
+2,298
1293
$28.3K 0.01%
+800
1294
$28.3K 0.01%
+2,200
1295
$28.2K 0.01%
+2,000
1296
$28.2K 0.01%
+2,000
1297
$28.1K 0.01%
+554
1298
$28.1K 0.01%
+1,080
1299
$28.1K 0.01%
+1,000
1300
$28.1K 0.01%
+960
50 51
52
53 54