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
1576
$15.6K ﹤0.01%
+360
1577
$15.6K ﹤0.01%
+260
1578
$15.6K ﹤0.01%
+48
1579
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+303
1580
$15.5K ﹤0.01%
+1,097
1581
$15.5K ﹤0.01%
+2,000
1582
$15.5K ﹤0.01%
+445
1583
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+347
1584
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+500
1585
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+300
1586
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1587
$15.4K ﹤0.01%
+312
1588
$15.4K ﹤0.01%
+1,200
1589
$15.4K ﹤0.01%
+630
1590
$15.4K ﹤0.01%
+1,209
1591
$15.4K ﹤0.01%
+100
1592
$15.4K ﹤0.01%
+875
1593
$15.3K ﹤0.01%
+1,021
1594
$15.3K ﹤0.01%
+473
1595
$15.3K ﹤0.01%
+900
1596
$15.3K ﹤0.01%
+225
1597
$15.3K ﹤0.01%
+400
1598
$15.3K ﹤0.01%
+500
1599
$15.2K ﹤0.01%
+281
1600
$15.2K ﹤0.01%
+713