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
426
$1.1M 0.04%
50,626
+3,941
427
$1.1M 0.04%
11,919
-8,087
428
$1.1M 0.04%
9,067
-2
429
$1.09M 0.04%
63,291
+76
430
$1.08M 0.04%
20,156
-16,133
431
$1.08M 0.04%
28,271
-2,899
432
$1.07M 0.04%
2,014
-493
433
$1.07M 0.04%
+31,078
434
$1.06M 0.03%
7,702
+2,849
435
$1.04M 0.03%
3,132
+174
436
$1.03M 0.03%
21,520
+231
437
$1.03M 0.03%
8,698
-265
438
$1.03M 0.03%
19,495
-25,625
439
$1.03M 0.03%
20,500
+2,016
440
$1.02M 0.03%
+30,316
441
$1.02M 0.03%
10,969
-25,395
442
$1.02M 0.03%
15,586
+830
443
$1.02M 0.03%
9,535
+1,231
444
$1.02M 0.03%
10,100
-2,411
445
$1.02M 0.03%
75,908
+4,384
446
$1.02M 0.03%
2,335
-802
447
$1.01M 0.03%
16,762
-5,197
448
$1.01M 0.03%
102,093
-111,041
449
$1.01M 0.03%
12,335
-1,799
450
$1.01M 0.03%
+45,950
16 17
18
19 20