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
2026
$5.21K ﹤0.01%
+126
2027
$5.2K ﹤0.01%
+186
2028
$5.19K ﹤0.01%
+131
2029
$5.18K ﹤0.01%
+2,000
2030
$5.18K ﹤0.01%
+192
2031
$5.16K ﹤0.01%
+31
2032
$5.14K ﹤0.01%
+100
2033
$5.14K ﹤0.01%
+116
2034
$5.1K ﹤0.01%
+434
2035
$5.1K ﹤0.01%
+1,300
2036
$5.09K ﹤0.01%
+200
2037
$5.08K ﹤0.01%
+151
2038
$5.06K ﹤0.01%
+2,000
2039
$5.04K ﹤0.01%
+250
2040
$5.01K ﹤0.01%
+193
2041
$4.99K ﹤0.01%
+95
2042
$4.95K ﹤0.01%
+400
2043
$4.9K ﹤0.01%
+129
2044
$4.89K ﹤0.01%
+312
2045
$4.88K ﹤0.01%
+151
2046
$4.88K ﹤0.01%
+400
2047
$4.87K ﹤0.01%
+107
2048
$4.86K ﹤0.01%
+263
2049
$4.86K ﹤0.01%
+575
2050
$4.84K ﹤0.01%
+45