BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$551M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1 +$4.4M
2 +$2.39M
3 +$1.72M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.49M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.4M

Top Sells

1 +$1.22M
2 +$1.08M
3 +$1.04M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$953K
5
AAPL icon
Apple
AAPL
+$927K

Sector Composition

1 Healthcare 8.96%
2 Financials 8.64%
3 Communication Services 8.5%
4 Technology 7.81%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$266K 0.05%
16,600
+604
402
$265K 0.05%
4,872
-14
403
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3,857
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405
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407
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2,069
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408
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409
$261K 0.05%
2,190
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410
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411
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4,413
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412
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413
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414
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415
$252K 0.05%
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416
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20,070
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3,397
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424
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425
$246K 0.04%
3,568
+44