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
1726
$11.5K ﹤0.01%
+24
1727
$11.5K ﹤0.01%
+350
1728
$11.5K ﹤0.01%
+500
1729
$11.4K ﹤0.01%
+462
1730
$11.4K ﹤0.01%
+335
1731
$11.4K ﹤0.01%
+400
1732
$11.4K ﹤0.01%
+763
1733
$11.4K ﹤0.01%
+400
1734
$11.3K ﹤0.01%
125
-2,856
1735
$11.3K ﹤0.01%
+138
1736
$11.3K ﹤0.01%
+125
1737
$11.3K ﹤0.01%
+182
1738
$11.3K ﹤0.01%
12,500
1739
$11.2K ﹤0.01%
+539
1740
$11.2K ﹤0.01%
+4,471
1741
$11.1K ﹤0.01%
+163
1742
$11.1K ﹤0.01%
+150
1743
$11.1K ﹤0.01%
+2,600
1744
$11.1K ﹤0.01%
+189
1745
$11K ﹤0.01%
+3,000
1746
$11K ﹤0.01%
+127
1747
$11K ﹤0.01%
+319
1748
$10.9K ﹤0.01%
+300
1749
$10.8K ﹤0.01%
+1,115
1750
$10.8K ﹤0.01%
+445