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
2001
$5.51K ﹤0.01%
+119
2002
$5.47K ﹤0.01%
+52
2003
$5.46K ﹤0.01%
+355
2004
$5.45K ﹤0.01%
+320
2005
$5.42K ﹤0.01%
+425
2006
$5.42K ﹤0.01%
+135
2007
$5.37K ﹤0.01%
+200
2008
$5.36K ﹤0.01%
+636
2009
$5.36K ﹤0.01%
+200
2010
$5.35K ﹤0.01%
+250
2011
$5.33K ﹤0.01%
+450
2012
$5.33K ﹤0.01%
+261
2013
$5.33K ﹤0.01%
+70
2014
$5.31K ﹤0.01%
+300
2015
$5.31K ﹤0.01%
+15
2016
$5.29K ﹤0.01%
+202
2017
$5.29K ﹤0.01%
+200
2018
$5.27K ﹤0.01%
+360
2019
$5.27K ﹤0.01%
+350
2020
$5.25K ﹤0.01%
+154
2021
$5.24K ﹤0.01%
+500
2022
$5.24K ﹤0.01%
+500
2023
$5.24K ﹤0.01%
+72
2024
$5.24K ﹤0.01%
+1,883
2025
$5.22K ﹤0.01%
+120