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
1776
$10.1K ﹤0.01%
+3
1777
$10.1K ﹤0.01%
+539
1778
$10.1K ﹤0.01%
+3,010
1779
$10.1K ﹤0.01%
+636
1780
$10.1K ﹤0.01%
+500
1781
$10.1K ﹤0.01%
+266
1782
$10K ﹤0.01%
+137
1783
$10K ﹤0.01%
+1,205
1784
$9.98K ﹤0.01%
+98
1785
$9.9K ﹤0.01%
+250
1786
$9.9K ﹤0.01%
+139
1787
$9.9K ﹤0.01%
8
1788
$9.88K ﹤0.01%
+1,500
1789
$9.88K ﹤0.01%
+200
1790
$9.85K ﹤0.01%
+83
1791
$9.85K ﹤0.01%
+220
1792
$9.84K ﹤0.01%
+150
1793
$9.81K ﹤0.01%
+188
1794
$9.8K ﹤0.01%
+372
1795
$9.78K ﹤0.01%
+226
1796
$9.78K ﹤0.01%
+253
1797
$9.77K ﹤0.01%
+437
1798
$9.71K ﹤0.01%
+375
1799
$9.68K ﹤0.01%
+400
1800
$9.68K ﹤0.01%
+500