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
$3.05B
AUM Growth
-$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,323
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$7M
3
+$6.59M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.79M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$5.36M

Top Sells

1
+$50.7M
2
+$22.6M
3
+$22M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$21.5M
5
AAPL icon
Apple
AAPL
+$17.2M

Sector Composition

1 Technology 20.48%
2 Consumer Discretionary 6.32%
3 Financials 6.24%
4 Healthcare 5.48%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
– –
-1,541
1177
– –
-3,697
1178
– –
-8,024
1179
– –
-1,624
1180
– –
-52,031
1181
– –
-11,151
1182
– –
-57,100
1183
– –
-1,106
1184
– –
-62,667
1185
– –
-316,294
1186
– –
-14,395
1187
– –
-11,836
1188
– –
-14,582
1189
– –
-34,000
1190
– –
-24,324
1191
– –
-8,046
1192
– –
-23,228
1193
– –
-20,000
1194
– –
-14,170
1195
– –
-2,846
1196
– –
-306
1197
– –
-15,009
1198
– –
-10,495
1199
– –
-1,613
1200
– –
-1,261
46 47
48
49 50