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
1651
$13.3K ﹤0.01%
+27
1652
$13.3K ﹤0.01%
+2,300
1653
$13.3K ﹤0.01%
+1,077
1654
$13.3K ﹤0.01%
+298
1655
$13.3K ﹤0.01%
+1,000
1656
$13.2K ﹤0.01%
+500
1657
$13.2K ﹤0.01%
+250
1658
$13.2K ﹤0.01%
1,493
-4,000
1659
$13.2K ﹤0.01%
+350
1660
$13.2K ﹤0.01%
+400
1661
$13.1K ﹤0.01%
+311
1662
$13.1K ﹤0.01%
+70
1663
$13K ﹤0.01%
+133
1664
$13K ﹤0.01%
+200
1665
$13K ﹤0.01%
+8,607
1666
$12.9K ﹤0.01%
900
-98,797
1667
$12.8K ﹤0.01%
+1,405
1668
$12.8K ﹤0.01%
+271
1669
$12.8K ﹤0.01%
345
-18,425
1670
$12.8K ﹤0.01%
+700
1671
$12.8K ﹤0.01%
+426
1672
$12.8K ﹤0.01%
+255
1673
$12.8K ﹤0.01%
+200
1674
$12.7K ﹤0.01%
+533
1675
$12.7K ﹤0.01%
+1,206
65 66
67
68 69