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
1926
$7.02K ﹤0.01%
+184
1927
$7.01K ﹤0.01%
+500
1928
$6.95K ﹤0.01%
+116
1929
$6.94K ﹤0.01%
+207
1930
$6.94K ﹤0.01%
+6,609
1931
$6.92K ﹤0.01%
+260
1932
$6.91K ﹤0.01%
+114
1933
$6.91K ﹤0.01%
+850
1934
$6.9K ﹤0.01%
+3
1935
$6.88K ﹤0.01%
+795
1936
$6.87K ﹤0.01%
+284
1937
$6.84K ﹤0.01%
+156
1938
$6.84K ﹤0.01%
+200
1939
$6.81K ﹤0.01%
+100
1940
$6.78K ﹤0.01%
+312
1941
$6.77K ﹤0.01%
+195
1942
$6.75K ﹤0.01%
+897
1943
$6.75K ﹤0.01%
+57
1944
$6.71K ﹤0.01%
+258
1945
$6.68K ﹤0.01%
+184
1946
$6.67K ﹤0.01%
+200
1947
$6.67K ﹤0.01%
+2,200
1948
$6.62K ﹤0.01%
+150
1949
$6.59K ﹤0.01%
+600
1950
$6.59K ﹤0.01%
+192
76 77
78
79 80