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
276
$2.05M 0.07%
17,968
-2,337
277
$2.04M 0.07%
23,748
+113
278
$2.03M 0.07%
25,314
+1,464
279
$2.03M 0.07%
8,002
-47
280
$2.03M 0.07%
22,724
-6,472
281
$2M 0.07%
30,421
+448
282
$2M 0.07%
76,181
-1,725
283
$1.97M 0.06%
33,692
-160
284
$1.97M 0.06%
22,184
-10,944
285
$1.95M 0.06%
62,511
+33,178
286
$1.95M 0.06%
14,763
-1,423
287
$1.92M 0.06%
25,299
-5,334
288
$1.92M 0.06%
19,769
-2,783
289
$1.89M 0.06%
116,647
-18,463
290
$1.88M 0.06%
57,382
-17,492
291
$1.85M 0.06%
9,028
-409
292
$1.85M 0.06%
70,286
-7,915
293
$1.85M 0.06%
21,884
-3,167
294
$1.85M 0.06%
9,571
-813
295
$1.84M 0.06%
3,097
-896
296
$1.83M 0.06%
24,140
-2,012
297
$1.82M 0.06%
14,166
-16,966
298
$1.82M 0.06%
12,732
+274
299
$1.81M 0.06%
8,658
+141
300
$1.8M 0.06%
13,678
-216
10 11
12
13 14