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
1501
$18.5K ﹤0.01%
+2,300
1502
$18.5K ﹤0.01%
+800
1503
$18.4K ﹤0.01%
+200
1504
$18.4K ﹤0.01%
+2,000
1505
$18.3K ﹤0.01%
+1,126
1506
$18.3K ﹤0.01%
+500
1507
$18.2K ﹤0.01%
+360
1508
$18.1K ﹤0.01%
+1,499
1509
$18K ﹤0.01%
+251
1510
$18K ﹤0.01%
+1,000
1511
$18K ﹤0.01%
+704
1512
$18K ﹤0.01%
+484
1513
$17.9K ﹤0.01%
+160
1514
$17.9K ﹤0.01%
+537
1515
$17.8K ﹤0.01%
+733
1516
$17.7K ﹤0.01%
+220
1517
$17.7K ﹤0.01%
+2,142
1518
$17.7K ﹤0.01%
+400
1519
$17.6K ﹤0.01%
+118
1520
$17.5K ﹤0.01%
+518
1521
$17.5K ﹤0.01%
+870
1522
$17.5K ﹤0.01%
+2,550
1523
$17.5K ﹤0.01%
+675
1524
$17.4K ﹤0.01%
+200
1525
$17.4K ﹤0.01%
+484