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
26
$3.67M 0.67%
66,286
-424
27
$3.67M 0.67%
65,822
-4,943
28
$3.65M 0.66%
72,432
+749
29
$3.63M 0.66%
113,980
-6,436
30
$3.63M 0.66%
14,988
-1,089
31
$3.57M 0.65%
27,592
-1,115
32
$3.53M 0.64%
67,059
+560
33
$3.38M 0.61%
32,398
+414
34
$3.34M 0.61%
65,637
+12,860
35
$3.28M 0.6%
129,238
-423
36
$3.26M 0.59%
21,270
+1,443
37
$3.22M 0.58%
52,655
+652
38
$3.12M 0.57%
69,566
+1,586
39
$3.1M 0.56%
94,156
+18,494
40
$3.1M 0.56%
33,212
-92
41
$3.06M 0.56%
35,148
+643
42
$3.06M 0.55%
52,386
-3,624
43
$3.06M 0.55%
24,557
+2,158
44
$3.01M 0.55%
28,258
+9,880
45
$2.96M 0.54%
36,586
+1,405
46
$2.89M 0.52%
119,276
+3,239
47
$2.81M 0.51%
20,398
+4,715
48
$2.69M 0.49%
17,533
+808
49
$2.55M 0.46%
94,147
+1,366
50
$2.51M 0.46%
45,939
-2,238
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