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
1851
$8.56K ﹤0.01%
+151
1852
$8.55K ﹤0.01%
+383
1853
$8.47K ﹤0.01%
+406
1854
$8.46K ﹤0.01%
+509
1855
$8.41K ﹤0.01%
+93
1856
$8.4K ﹤0.01%
+400
1857
$8.36K ﹤0.01%
+500
1858
$8.35K ﹤0.01%
+100
1859
$8.28K ﹤0.01%
+2,000
1860
$8.24K ﹤0.01%
+130
1861
$8.22K ﹤0.01%
+316
1862
$8.19K ﹤0.01%
+400
1863
$8.17K ﹤0.01%
+212
1864
$8.14K ﹤0.01%
+250
1865
$8.13K ﹤0.01%
+338
1866
$8.13K ﹤0.01%
+357
1867
$8.07K ﹤0.01%
+500
1868
$8.07K ﹤0.01%
+3,000
1869
$8.05K ﹤0.01%
+175
1870
$8.01K ﹤0.01%
+683
1871
$7.97K ﹤0.01%
+169
1872
$7.96K ﹤0.01%
+1,000
1873
$7.93K ﹤0.01%
+175
1874
$7.91K ﹤0.01%
+250
1875
$7.88K ﹤0.01%
+267
73 74
75
76 77