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
1426
$21.6K 0.01%
+332
1427
$21.6K 0.01%
+861
1428
$21.6K 0.01%
+301
1429
$21.5K 0.01%
+500
1430
$21.5K 0.01%
+25,000
1431
$21.5K 0.01%
+141
1432
$21.5K 0.01%
+620
1433
$21.5K 0.01%
+600
1434
$21.5K 0.01%
+600
1435
$21.5K 0.01%
+390
1436
$21.4K 0.01%
+200
1437
$21.4K 0.01%
+150
1438
$21.3K 0.01%
+1,205
1439
$21.3K 0.01%
+90
1440
$21.3K 0.01%
+1,000
1441
$21.3K 0.01%
+823
1442
$21.2K 0.01%
+658
1443
$21.2K 0.01%
+1,074
1444
$21.2K 0.01%
+700
1445
$21.1K 0.01%
+1,500
1446
$21.1K 0.01%
+3,450
1447
$21.1K 0.01%
+1,200
1448
$21.1K 0.01%
+781
1449
$21.1K ﹤0.01%
+400
1450
$21K ﹤0.01%
+2,400
56 57
58
59 60