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
2226
$1.93K ﹤0.01%
+38
2227
$1.91K ﹤0.01%
+100
2228
$1.89K ﹤0.01%
+52
2229
$1.86K ﹤0.01%
+69
2230
$1.85K ﹤0.01%
+30
2231
$1.83K ﹤0.01%
+7
2232
$1.78K ﹤0.01%
+90
2233
$1.77K ﹤0.01%
+37
2234
$1.76K ﹤0.01%
+92
2235
$1.75K ﹤0.01%
+100
2236
$1.74K ﹤0.01%
+75
2237
$1.74K ﹤0.01%
+160
2238
$1.71K ﹤0.01%
+20
2239
$1.7K ﹤0.01%
+49
2240
$1.69K ﹤0.01%
+3,020
2241
$1.66K ﹤0.01%
+40
2242
$1.66K ﹤0.01%
+20
2243
$1.65K ﹤0.01%
+5
2244
$1.65K ﹤0.01%
+350
2245
$1.63K ﹤0.01%
+242
2246
$1.62K ﹤0.01%
+36
2247
$1.6K ﹤0.01%
+529
2248
$1.6K ﹤0.01%
+11
2249
$1.6K ﹤0.01%
+3,200
2250
$1.57K ﹤0.01%
+200
88 89
90
91 92