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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
$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
1201
– –
-1,868
1202
– –
-14,485
1203
– –
-21,404
1204
– –
-10,563
1205
– –
-3,571
1206
– –
-1,063
1207
– –
-23,350
1208
– –
-22,276
1209
– –
-2,900
1210
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-12,193
1211
– –
-8,179
1212
– –
-3,020
1213
– –
-7,160
1214
– –
-3,619
1215
– –
-5,509
1216
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-17,801
1217
– –
-1,181
1218
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-10,000
1219
– –
-27,453
1220
– –
-3,868
1221
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-5,639
1222
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-15,610
1223
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-9,815
1224
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-692
1225
– –
-13,013
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