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
1276
– –
-5,969
1277
– –
-2,300
1278
– –
-2,155
1279
– –
-10,488
1280
– –
-341
1281
– –
-7,055
1282
– –
-3,526
1283
– –
-38,571
1284
– –
-12,594
1285
– –
-21,289
1286
– –
-13,000
1287
– –
-196,005
1288
– –
-11,000
1289
– –
-208
1290
– –
-13,252
1291
– –
-13,863
1292
– –
-36,687
1293
– –
-14,196
1294
– –
-3,108
1295
– –
-20,132
1296
– –
-11,284
1297
– –
-26,157
1298
– –
-5,000
1299
– –
-23,881
1300
– –
-17,133
49 50 51
52
53