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
551
$733K 0.02%
+24,037
552
$732K 0.02%
2,189
+168
553
$730K 0.02%
11,503
-27,781
554
$722K 0.02%
1,889
-217
555
$720K 0.02%
77,202
-50,670
556
$719K 0.02%
4,150
+21
557
$718K 0.02%
3,692
-50
558
$717K 0.02%
680
-298
559
$717K 0.02%
43,319
-7,422
560
$717K 0.02%
5,825
-243
561
$714K 0.02%
12,437
-3,830
562
$713K 0.02%
563
-193
563
$712K 0.02%
19,049
-14,221
564
$712K 0.02%
13,981
-3,545
565
$711K 0.02%
9,813
-1,468
566
$711K 0.02%
2,991
+72
567
$708K 0.02%
6,404
-69
568
$706K 0.02%
22,448
+5,274
569
$702K 0.02%
1,546
-896
570
$701K 0.02%
36,074
-6,624
571
$699K 0.02%
5,394
-676
572
$695K 0.02%
8,562
-12
573
$693K 0.02%
32,455
+4,974
574
$692K 0.02%
45,376
-4,263
575
$689K 0.02%
+28,630
21 22
23
24 25