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
26
$16.6M 0.54%
251,332
+9,360
27
$16.3M 0.54%
215,928
+1,771
28
$15.9M 0.52%
31,405
-6,820
29
$15.5M 0.51%
46,809
+5,703
30
$15.5M 0.51%
63,953
-12,755
31
$15.3M 0.5%
52,621
-1,787
32
$14.9M 0.49%
330,219
-467,476
33
$14.9M 0.49%
83,967
-2,133
34
$14.7M 0.48%
144,433
-83,713
35
$14.5M 0.47%
79,609
-16,087
36
$14.3M 0.47%
299,731
-50,496
37
$14M 0.46%
144,670
-59,463
38
$13.8M 0.45%
43,808
-9,367
39
$13.6M 0.45%
25,237
-40,594
40
$13.2M 0.43%
25,087
-2,863
41
$13.1M 0.43%
591,228
-33,131
42
$12.8M 0.42%
139,572
+48,314
43
$12.4M 0.41%
51,640
-5,620
44
$12.2M 0.4%
84,679
-13,504
45
$12.2M 0.4%
19,601
-1,379
46
$11.9M 0.39%
96,015
+42,231
47
$11.8M 0.39%
40,813
-1,572
48
$11.8M 0.39%
81,570
-5,396
49
$11.7M 0.38%
326,602
+7,226
50
$11.5M 0.38%
114,933
-12,564
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