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
1701
$12K ﹤0.01%
+825
1702
$11.9K ﹤0.01%
+504
1703
$11.9K ﹤0.01%
+3
1704
$11.9K ﹤0.01%
+169
1705
$11.8K ﹤0.01%
+697
1706
$11.8K ﹤0.01%
+350
1707
$11.8K ﹤0.01%
+988
1708
$11.8K ﹤0.01%
+900
1709
$11.8K ﹤0.01%
+16
1710
$11.8K ﹤0.01%
+110
1711
$11.8K ﹤0.01%
+1,700
1712
$11.7K ﹤0.01%
+600
1713
$11.7K ﹤0.01%
+200
1714
$11.7K ﹤0.01%
+252
1715
$11.7K ﹤0.01%
+400
1716
$11.6K ﹤0.01%
+855
1717
$11.6K ﹤0.01%
+250
1718
$11.6K ﹤0.01%
+183
1719
$11.6K ﹤0.01%
+380
1720
$11.5K ﹤0.01%
+1,100
1721
$11.5K ﹤0.01%
+350
1722
$11.5K ﹤0.01%
+223
1723
$11.5K ﹤0.01%
+420
1724
$11.5K ﹤0.01%
+854
1725
$11.5K ﹤0.01%
+180