BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
-$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$4.67M
3
+$1.9M
4
STPP
iPath US Treasury Steepener ETN
STPP
+$1.43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.25M

Top Sells

1
+$6.32M
2
+$4.14M
3
+$4.07M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$939K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$878K

Sector Composition

1 Energy 9.49%
2 Technology 8.29%
3 Financials 6.24%
4 Healthcare 5.03%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$387K 0.13%
18,328
+181
177
$384K 0.13%
31,779
-13,417
178
$383K 0.13%
2,486
-1,018
179
$383K 0.13%
+9,400
180
$369K 0.13%
1,647
-2,043
181
$368K 0.13%
29,550
-750
182
$368K 0.13%
108,362
+1,111
183
$367K 0.13%
12,982
+359
184
$367K 0.13%
11,866
+2,226
185
$366K 0.13%
14,993
-6,893
186
$362K 0.12%
5,588
+385
187
$362K 0.12%
14,676
-159
188
$361K 0.12%
15,223
+3,870
189
$357K 0.12%
15,453
-1,816
190
$357K 0.12%
2,259
-139
191
$355K 0.12%
+12,663
192
$353K 0.12%
7,666
-366
193
$352K 0.12%
22,989
+195
194
$349K 0.12%
13,067
-975
195
$348K 0.12%
50,910
-1,007
196
$346K 0.12%
5,536
-820
197
$343K 0.12%
23,515
+844
198
$343K 0.12%
8,625
-8,536
199
$342K 0.12%
12,383
-3,478
200
$342K 0.12%
4,438
+230
6 7
8
9 10