BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
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
+$3.74M
2
+$2.38M
3
+$1.77M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.45M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$1.39M

Top Sells

1
+$1.26M
2
+$1.07M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$951K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$941K

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
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