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
426
$245K 0.04%
16,237
-117
427
$244K 0.04%
2,122
+216
428
$243K 0.04%
5,235
+455
429
$242K 0.04%
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430
$242K 0.04%
10,116
-33
431
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+1,859
432
$239K 0.04%
2,875
-81
433
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+2,759
434
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435
$236K 0.04%
8,460
-45
436
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437
$234K 0.04%
942
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438
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+4,826
439
$232K 0.04%
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440
$231K 0.04%
37,313
-3,312
441
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+2,015
442
$229K 0.04%
1,432
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443
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444
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+2,562
445
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5,271
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446
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2,382
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447
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1,564
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448
$223K 0.04%
+7,122
449
$222K 0.04%
+2,218
450
$222K 0.04%
11,000
16 17
18
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