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
1551
$16.3K ﹤0.01%
+1,017
1552
$16.3K ﹤0.01%
+182
1553
$16.3K ﹤0.01%
+400
1554
$16.3K ﹤0.01%
+1,118
1555
$16.2K ﹤0.01%
+940
1556
$16.2K ﹤0.01%
+790
1557
$16.2K ﹤0.01%
+1,898
1558
$16.1K ﹤0.01%
+500
1559
$16K ﹤0.01%
+78
1560
$16K ﹤0.01%
+300
1561
$16K ﹤0.01%
+601
1562
$16K ﹤0.01%
+453
1563
$16K ﹤0.01%
+594
1564
$16K ﹤0.01%
+480
1565
$16K ﹤0.01%
+738
1566
$15.9K ﹤0.01%
+238
1567
$15.9K ﹤0.01%
+500
1568
$15.9K ﹤0.01%
+214
1569
$15.9K ﹤0.01%
+594
1570
$15.8K ﹤0.01%
274
1571
$15.7K ﹤0.01%
+3,063
1572
$15.7K ﹤0.01%
+550
1573
$15.7K ﹤0.01%
+401
1574
$15.7K ﹤0.01%
+303
1575
$15.7K ﹤0.01%
+700