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
351
$1.44M 0.05%
38,156
-294
352
$1.43M 0.05%
6,469
-708
353
$1.43M 0.05%
51,050
-150,100
354
$1.43M 0.05%
28,356
-2,333
355
$1.42M 0.05%
2,229
-311
356
$1.41M 0.05%
29,213
-7,774
357
$1.41M 0.05%
26,002
+20,230
358
$1.38M 0.05%
23,849
-995
359
$1.37M 0.05%
11,844
-31
360
$1.36M 0.04%
2
361
$1.35M 0.04%
37,728
+5,837
362
$1.35M 0.04%
67,259
-44,509
363
$1.34M 0.04%
8,106
-383
364
$1.33M 0.04%
33,495
-37
365
$1.33M 0.04%
40,219
-33,644
366
$1.33M 0.04%
15,247
+134
367
$1.33M 0.04%
142,038
-130,336
368
$1.32M 0.04%
4,742
-671
369
$1.32M 0.04%
12,413
-2,676
370
$1.32M 0.04%
5,626
-630
371
$1.31M 0.04%
4,059
-2,332
372
$1.31M 0.04%
19,956
-15
373
$1.31M 0.04%
23,624
+6,869
374
$1.3M 0.04%
6,933
-1,581
375
$1.3M 0.04%
28,834
+3,253
13 14
15
16 17