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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
$2.11B
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.51M
3
+$4.57M
4
BROS icon
Dutch Bros
BROS
+$4.18M
5
AKRE
Akre Focus ETF
AKRE
+$3.1M

Top Sells

1
+$4.79M
2
+$3.69M
3
+$3.55M
4
MSFT icon
Microsoft
MSFT
+$3.3M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.72M

Sector Composition

1 Technology 22.34%
2 Financials 6.7%
3 Communication Services 5.64%
4 Consumer Discretionary 5.49%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRSH
726
Marsh
MRSH
$81.3B
$269K 0.01%
1,452
-30
TSN icon
727
Tyson Foods
TSN
$20.2B
$269K 0.01%
4,581
-1,598
BITB icon
728
Bitwise Bitcoin ETF
BITB
$2.44B
$268K 0.01%
5,632
-424
XLG icon
729
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$268K 0.01%
4,518
+1
NJR icon
730
New Jersey Resources
NJR
$5.56B
$267K 0.01%
5,784
+45
TYG
731
Tortoise Energy Infrastructure Corp
TYG
$923M
$265K 0.01%
6,486
+1,153
MKL icon
732
Markel Group
MKL
$23.1B
$264K 0.01%
123
+13
SCCO icon
733
Southern Copper
SCCO
$158B
$264K 0.01%
+1,875
ODFL icon
734
Old Dominion Freight Line
ODFL
$51.1B
$264K 0.01%
1,682
+83
MLM icon
735
Martin Marietta Materials
MLM
$34.7B
$264K 0.01%
423
+39
FALN icon
736
iShares Fallen Angels USD Bond ETF
FALN
$1.65B
$262K 0.01%
9,602
-1,270
AVDV icon
737
Avantis International Small Cap Value ETF
AVDV
$19.4B
$262K 0.01%
2,787
+22
IJJ icon
738
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.71B
$261K 0.01%
1,984
PWB icon
739
Invesco Large Cap Growth ETF
PWB
$2.18B
$260K 0.01%
2,043
FISV
740
Fiserv Inc
FISV
$28.7B
$259K 0.01%
3,862
-3,368
FNF icon
741
Fidelity National Financial
FNF
$12.9B
$258K 0.01%
4,730
-176
KVUE icon
742
Kenvue
KVUE
$34.8B
$258K 0.01%
14,932
-1,518
MFC icon
743
Manulife Financial
MFC
$67.1B
$257K 0.01%
7,093
+1
HBAN icon
744
Huntington Bancshares
HBAN
$35.5B
$256K 0.01%
14,768
+1,624
FDEC icon
745
FT Vest US Equity Buffer ETF December
FDEC
$1.36B
$256K 0.01%
5,000
LPLA icon
746
LPL Financial
LPLA
$23.6B
$256K 0.01%
716
+62
IRM icon
747
Iron Mountain
IRM
$37.9B
$256K 0.01%
3,080
+132
DD icon
748
DuPont de Nemours
DD
$19.5B
$256K 0.01%
6,356
-8,658
OXY icon
749
Occidental Petroleum
OXY
$56.2B
$255K 0.01%
6,213
-412
VOE icon
750
Vanguard Mid-Cap Value ETF
VOE
$23.1B
$255K 0.01%
1,440
+9
28 29
30
31 32