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
1351
$25.6K 0.01%
+6,225
1352
$25.5K 0.01%
+680
1353
$25.4K 0.01%
+752
1354
$25.3K 0.01%
+160
1355
$25.3K 0.01%
+1,900
1356
$25.2K 0.01%
+1,350
1357
$25.2K 0.01%
+1,700
1358
$25.1K 0.01%
+300
1359
$25.1K 0.01%
+140
1360
$25.1K 0.01%
+1,200
1361
$25.1K 0.01%
+303
1362
$25K 0.01%
+201
1363
$25K 0.01%
+1,193
1364
$25K 0.01%
+500
1365
$24.9K 0.01%
+598
1366
$24.9K 0.01%
+410
1367
$24.9K 0.01%
+3,000
1368
$24.9K 0.01%
+517
1369
$24.8K 0.01%
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1370
$24.8K 0.01%
2,000
-7,100
1371
$24.8K 0.01%
+1,305
1372
$24.8K 0.01%
+596
1373
$24.5K 0.01%
+500
1374
$24.5K 0.01%
+600
1375
0