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
1451
$21K ﹤0.01%
+1,500
1452
$20.8K ﹤0.01%
+1,000
1453
$20.8K ﹤0.01%
+516
1454
$20.8K ﹤0.01%
+914
1455
$20.7K ﹤0.01%
+499
1456
$20.6K ﹤0.01%
+350
1457
$20.6K ﹤0.01%
+1,122
1458
$20.6K ﹤0.01%
+1,084
1459
$20.6K ﹤0.01%
+13
1460
$20.5K ﹤0.01%
+306
1461
$20.5K ﹤0.01%
+524
1462
$20.4K ﹤0.01%
+1,012
1463
$20.3K ﹤0.01%
+666
1464
$20.2K ﹤0.01%
+609
1465
$20.1K ﹤0.01%
+541
1466
$20.1K ﹤0.01%
+912
1467
$20.1K ﹤0.01%
+470
1468
$20.1K ﹤0.01%
+162
1469
$20K ﹤0.01%
+585
1470
$19.9K ﹤0.01%
+1,000
1471
$19.9K ﹤0.01%
+320
1472
$19.9K ﹤0.01%
+5
1473
$19.8K ﹤0.01%
+800
1474
$19.8K ﹤0.01%
+2,000
1475
$19.7K ﹤0.01%
+677