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
501
$865K 0.03%
19,592
-4,282
502
$865K 0.03%
6,806
-2,617
503
$858K 0.03%
33,425
+3,825
504
$857K 0.03%
+11,349
505
$856K 0.03%
4,881
-122
506
$853K 0.03%
2,945
+1,423
507
$851K 0.03%
11,354
+1,062
508
$850K 0.03%
9,517
-3,775
509
$850K 0.03%
11,719
+6
510
$846K 0.03%
6,741
-2,531
511
$842K 0.03%
11,156
-7,415
512
$841K 0.03%
3,958
-471
513
$834K 0.03%
5,155
+15
514
$830K 0.03%
9,211
-4,807
515
$828K 0.03%
5,919
-1,203
516
$826K 0.03%
8,916
-45
517
$825K 0.03%
6,630
-879
518
$824K 0.03%
21,879
+561
519
$823K 0.03%
4,372
+20
520
$822K 0.03%
10,703
-3
521
$811K 0.03%
16,748
+1,623
522
$811K 0.03%
3,265
-584
523
$810K 0.03%
6,135
-328
524
$810K 0.03%
24,750
-1,154
525
$809K 0.03%
10,507
+6,920
19 20
21
22 23