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
376
$1.29M 0.04%
14,209
-1,653
377
$1.28M 0.04%
24,258
-7,454
378
$1.27M 0.04%
19,214
-9,674
379
$1.26M 0.04%
27,309
-22,420
380
$1.26M 0.04%
50,672
+18
381
$1.26M 0.04%
9,530
-2,262
382
$1.26M 0.04%
307,382
-19,025
383
$1.26M 0.04%
12,318
-16
384
$1.25M 0.04%
5,933
-60
385
$1.25M 0.04%
8,953
-1,774
386
$1.25M 0.04%
26,816
-1,405
387
$1.25M 0.04%
41,719
-2,866
388
$1.24M 0.04%
16,324
-1,370
389
$1.24M 0.04%
13,675
-3,608
390
$1.24M 0.04%
27,518
-20,484
391
$1.23M 0.04%
9,201
-2,772
392
$1.23M 0.04%
57,274
+14,633
393
$1.23M 0.04%
12,164
+781
394
$1.22M 0.04%
5,197
-44
395
$1.22M 0.04%
+96,500
396
$1.2M 0.04%
4,173
+106
397
$1.2M 0.04%
46,067
-6,910
398
$1.19M 0.04%
2,296
-22
399
$1.18M 0.04%
22,317
-3,448
400
$1.18M 0.04%
+61,270
14 15
16
17 18