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
1526
$17.3K ﹤0.01%
+492
1527
$17.3K ﹤0.01%
+357
1528
$17.3K ﹤0.01%
+516
1529
$17.3K ﹤0.01%
+300
1530
$17.2K ﹤0.01%
+178
1531
$17.1K ﹤0.01%
377
-2,750
1532
$17.1K ﹤0.01%
+1,091
1533
$17.1K ﹤0.01%
+2,453
1534
$16.9K ﹤0.01%
+1,735
1535
$16.9K ﹤0.01%
+1,286
1536
$16.9K ﹤0.01%
1,509
1537
$16.8K ﹤0.01%
+1,700
1538
$16.8K ﹤0.01%
+400
1539
$16.8K ﹤0.01%
+625
1540
$16.8K ﹤0.01%
+600
1541
$16.7K ﹤0.01%
+3,333
1542
$16.7K ﹤0.01%
+1,333
1543
$16.7K ﹤0.01%
+270
1544
$16.5K ﹤0.01%
+600
1545
$16.5K ﹤0.01%
+575
1546
$16.5K ﹤0.01%
+1,128
1547
$16.4K ﹤0.01%
+136
1548
$16.4K ﹤0.01%
+880
1549
$16.3K ﹤0.01%
+663
1550
$16.3K ﹤0.01%
+5,500