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
2076
$4.39K ﹤0.01%
+109
2077
$4.38K ﹤0.01%
+47
2078
$4.37K ﹤0.01%
+250
2079
$4.37K ﹤0.01%
+98
2080
$4.37K ﹤0.01%
+100
2081
$4.33K ﹤0.01%
+880
2082
$4.32K ﹤0.01%
+150
2083
$4.31K ﹤0.01%
+170
2084
$4.3K ﹤0.01%
+175
2085
$4.22K ﹤0.01%
+305
2086
$4.22K ﹤0.01%
+800
2087
$4.21K ﹤0.01%
+123
2088
$4.17K ﹤0.01%
+275
2089
$4.17K ﹤0.01%
+80
2090
$4.15K ﹤0.01%
+20
2091
$4.14K ﹤0.01%
+38
2092
$4.13K ﹤0.01%
+200
2093
$4.11K ﹤0.01%
+200
2094
$4.11K ﹤0.01%
+54
2095
$4.06K ﹤0.01%
+200
2096
$4.05K ﹤0.01%
+116
2097
$4.04K ﹤0.01%
+59
2098
$4.04K ﹤0.01%
+120
2099
$4.04K ﹤0.01%
+253
2100
$4.03K ﹤0.01%
+9
82 83
84
85 86