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
1401
$23.1K 0.01%
+1,000
1402
$23.1K 0.01%
+1,415
1403
$23.1K 0.01%
1,500
-4,850
1404
$23K 0.01%
+440
1405
$22.9K 0.01%
+250
1406
$22.8K 0.01%
+1,805
1407
$22.6K 0.01%
+208
1408
$22.6K 0.01%
+5,509
1409
$22.6K 0.01%
+1,857
1410
$22.5K 0.01%
+1,014
1411
$22.4K 0.01%
+452
1412
$22.4K 0.01%
+64,000
1413
$22.3K 0.01%
+235
1414
$22.3K 0.01%
+1,250
1415
$22.1K 0.01%
+499
1416
$22.1K 0.01%
+900
1417
$22.1K 0.01%
+2,100
1418
$21.9K 0.01%
+625
1419
$21.9K 0.01%
+750
1420
$21.9K 0.01%
+3,942
1421
$21.9K 0.01%
+292
1422
$21.8K 0.01%
+4,000
1423
$21.8K 0.01%
+2,861
1424
$21.7K 0.01%
14,753
-714
1425
$21.6K 0.01%
+2,407