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
1376
$24.4K 0.01%
9,896
+398
1377
$24.4K 0.01%
+276
1378
$24.4K 0.01%
+1,354
1379
$24.4K 0.01%
+325
1380
$24.1K 0.01%
982
-9,105
1381
$24.1K 0.01%
+4,000
1382
$24K 0.01%
450
-2,268
1383
$24K 0.01%
+1,412
1384
$23.9K 0.01%
+741
1385
$23.9K 0.01%
+500
1386
$23.9K 0.01%
+500
1387
$23.8K 0.01%
+3,500
1388
$23.8K 0.01%
+460
1389
$23.8K 0.01%
+6,400
1390
$23.8K 0.01%
+2,237
1391
$23.7K 0.01%
+1,431
1392
$23.6K 0.01%
+1,960
1393
$23.6K 0.01%
+1,005
1394
$23.6K 0.01%
+500
1395
$23.5K 0.01%
+506
1396
$23.5K 0.01%
+1,283
1397
$23.5K 0.01%
+24
1398
$23.3K 0.01%
+2,482
1399
$23.2K 0.01%
+800
1400
$23.1K 0.01%
+652