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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
$2.08B
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.96M
3
+$2.78M
4
DDFS
Innovator Equity Dual Directional 15 Buffer ETF - September
DDFS
+$2.26M
5
APUE icon
ActivePassive US Equity ETF
APUE
+$1.98M

Top Sells

1
+$12.5M
2
+$9.45M
3
+$6.06M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$5.36M
5
MSFT icon
Microsoft
MSFT
+$5.08M

Sector Composition

1 Technology 23.47%
2 Financials 6.86%
3 Communication Services 5.94%
4 Consumer Discretionary 5.42%
5 Healthcare 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-3,210
1002
– –
-2,857
1003
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-2,122
1004
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-2,242
1005
– –
-2,460
1006
– –
-11,535
1007
– –
-2,531
1008
– –
-5,893
1009
– –
-950
1010
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-821
1011
– –
-1,652
1012
– –
-41,508
1013
– –
-1,683
1014
– –
-12,351
1015
– –
-2,371
1016
– –
-3,264
1017
– –
-5,006
1018
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-4,674
1019
– –
-41,385
1020
– –
-8,839
1021
– –
-4,120
1022
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-1,939
1023
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-5,161
1024
– –
-3,070
1025
– –
-1,319
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