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
1751
$10.7K ﹤0.01%
+243
1752
$10.7K ﹤0.01%
+775
1753
$10.6K ﹤0.01%
+447
1754
$10.6K ﹤0.01%
+138
1755
$10.6K ﹤0.01%
+44
1756
$10.6K ﹤0.01%
+288
1757
$10.6K ﹤0.01%
+214
1758
$10.5K ﹤0.01%
+126
1759
$10.5K ﹤0.01%
+120
1760
$10.4K ﹤0.01%
+200
1761
$10.4K ﹤0.01%
+328
1762
$10.4K ﹤0.01%
+558
1763
$10.3K ﹤0.01%
+485
1764
$10.3K ﹤0.01%
+350
1765
$10.3K ﹤0.01%
+1,178
1766
$10.3K ﹤0.01%
+408
1767
$10.3K ﹤0.01%
+250
1768
$10.3K ﹤0.01%
+574
1769
$10.3K ﹤0.01%
+1,024
1770
$10.3K ﹤0.01%
+72
1771
$10.2K ﹤0.01%
+250
1772
$10.2K ﹤0.01%
+300
1773
$10.1K ﹤0.01%
+500
1774
$10.1K ﹤0.01%
+200
1775
$10.1K ﹤0.01%
+500