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
401
$1.18M 0.04%
11,149
-2,308
402
$1.18M 0.04%
11,035
-1,669
403
$1.18M 0.04%
31,026
+19,975
404
$1.17M 0.04%
11,059
-2,262
405
$1.17M 0.04%
55,186
+20,391
406
$1.16M 0.04%
20,504
-1,080
407
$1.16M 0.04%
46,937
+985
408
$1.16M 0.04%
41,754
+306
409
$1.16M 0.04%
52,809
-13,409
410
$1.15M 0.04%
17,947
-6,560
411
$1.15M 0.04%
13,200
-4,356
412
$1.15M 0.04%
18,318
-1,113
413
$1.15M 0.04%
45,042
414
$1.13M 0.04%
4,716
-306
415
$1.13M 0.04%
8,054
-1,310
416
$1.13M 0.04%
10,640
-4,854
417
$1.12M 0.04%
2,422
-1,285
418
$1.12M 0.04%
5,523
-1,151
419
$1.12M 0.04%
26,300
-15,500
420
$1.12M 0.04%
3,389
-1,356
421
$1.11M 0.04%
9,646
-13,416
422
$1.11M 0.04%
3,014
-557
423
$1.11M 0.04%
19,552
-11,471
424
$1.11M 0.04%
4,891
-924
425
$1.11M 0.04%
20,755
-1,465
15 16
17
18 19