We are live on ! Find out more
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
1051
– –
-11,500
1052
– –
-16,135
1053
– –
-5,262
1054
– –
-13,359
1055
– –
-677
1056
– –
-689
1057
– –
-3,355
1058
– –
-12,000
1059
– –
-41,644
1060
– –
-1,807
1061
– –
-2,274
1062
– –
-10,210
1063
– –
-5,765
1064
– –
-53,149
1065
– –
-10,000
1066
– –
-22,765
1067
– –
-27,963
1068
– –
-3,087
1069
– –
-9,836
39 40 41 42
43