BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
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
+$8.29M
2
+$6.74M
3
+$6.3M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.94M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$5.22M

Top Sells

1
+$50.4M
2
+$23M
3
+$21.9M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$21.1M
5
AAPL icon
Apple
AAPL
+$18.3M

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
226
$2.69M 0.09%
29,217
-1,812
227
$2.69M 0.09%
5,735
-1,583
228
$2.69M 0.09%
28,407
-7,575
229
$2.69M 0.09%
9,466
-1,609
230
$2.68M 0.09%
14,047
-8,210
231
$2.67M 0.09%
29,867
+710
232
$2.65M 0.09%
82,630
-69,928
233
$2.63M 0.09%
58,601
+7,103
234
$2.61M 0.09%
56,370
+5,070
235
$2.58M 0.08%
22,422
+344
236
$2.57M 0.08%
20,019
-2,531
237
$2.54M 0.08%
20,149
-1,132
238
$2.54M 0.08%
8,986
-662
239
$2.52M 0.08%
9,104
+49
240
$2.52M 0.08%
21,250
-1,203
241
$2.49M 0.08%
2,249
-71
242
$2.48M 0.08%
66,783
+24,575
243
$2.46M 0.08%
2,610
-19
244
$2.46M 0.08%
321,606
-67,399
245
$2.46M 0.08%
16,607
-1,882
246
$2.42M 0.08%
24,289
-919
247
$2.41M 0.08%
19,825
-3,783
248
$2.38M 0.08%
28,054
-2,711
249
$2.38M 0.08%
40,265
+444
250
$2.35M 0.08%
50,722
+7,389
8 9
10
11 12