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
2376
$314 ﹤0.01%
+49
2377
$313 ﹤0.01%
+14
2378
$312 ﹤0.01%
+3
2379
$308 ﹤0.01%
+1
2380
$306 ﹤0.01%
10
-6,910
2381
$306 ﹤0.01%
+3
2382
$305 ﹤0.01%
+9
2383
$304 ﹤0.01%
+38
2384
$303 ﹤0.01%
+15
2385
$299 ﹤0.01%
+5
2386
$297 ﹤0.01%
+10
2387
$293 ﹤0.01%
+3
2388
$285 ﹤0.01%
+18
2389
$279 ﹤0.01%
+27
2390
$277 ﹤0.01%
+8
2391
$267 ﹤0.01%
+8
2392
$263 ﹤0.01%
+20
2393
$262 ﹤0.01%
+3
2394
$258 ﹤0.01%
+3
2395
$257 ﹤0.01%
+11
2396
$256 ﹤0.01%
+7
2397
$254 ﹤0.01%
+7
2398
$254 ﹤0.01%
+19
2399
$254 ﹤0.01%
+18
2400
$253 ﹤0.01%
+7
94 95
96
97 98