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
1601
$15.1K ﹤0.01%
+334
1602
$15.1K ﹤0.01%
+5,500
1603
$15.1K ﹤0.01%
+568
1604
$14.9K ﹤0.01%
+410
1605
$14.9K ﹤0.01%
+170
1606
$14.8K ﹤0.01%
+558
1607
$14.8K ﹤0.01%
+639
1608
$14.8K ﹤0.01%
+1
1609
$14.8K ﹤0.01%
+173
1610
$14.8K ﹤0.01%
+840
1611
$14.8K ﹤0.01%
+180
1612
$14.8K ﹤0.01%
+255
1613
$14.8K ﹤0.01%
+233
1614
$14.7K ﹤0.01%
+140
1615
$14.7K ﹤0.01%
+452
1616
$14.6K ﹤0.01%
+400
1617
$14.6K ﹤0.01%
+900
1618
$14.6K ﹤0.01%
+363
1619
$14.6K ﹤0.01%
+57
1620
$14.5K ﹤0.01%
+105
1621
$14.5K ﹤0.01%
+185
1622
$14.5K ﹤0.01%
+153
1623
$14.3K ﹤0.01%
+500
1624
$14.3K ﹤0.01%
+300
1625
$14.3K ﹤0.01%
+462