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
1326
$27K 0.01%
777
-2,150
1327
$27K 0.01%
+565
1328
$27K 0.01%
+1,500
1329
$26.8K 0.01%
+1,741
1330
$26.8K 0.01%
+2,008
1331
$26.8K 0.01%
+41
1332
$26.7K 0.01%
+13
1333
$26.7K 0.01%
+967
1334
$26.7K 0.01%
+602
1335
$26.7K 0.01%
+812
1336
$26.7K 0.01%
+3,869
1337
$26.6K 0.01%
+4,000
1338
$26.6K 0.01%
+1,573
1339
$26.6K 0.01%
+571
1340
$26.5K 0.01%
+340
1341
$26.5K 0.01%
+1,506
1342
$26.4K 0.01%
+557
1343
$26.3K 0.01%
+304
1344
$26.3K 0.01%
+4,311
1345
$26.2K 0.01%
+1,067
1346
$26K 0.01%
+257
1347
$26K 0.01%
+747
1348
$26K 0.01%
+4,500
1349
$25.8K 0.01%
+752
1350
$25.8K 0.01%
+401