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
626
$607K 0.02%
1,250
+387
627
$600K 0.02%
10,289
+40
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$599K 0.02%
7,391
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$598K 0.02%
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$592K 0.02%
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$592K 0.02%
14,559
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$591K 0.02%
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634
$591K 0.02%
14,128
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635
$590K 0.02%
46,954
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636
$589K 0.02%
24,330
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637
$587K 0.02%
5,901
-35,608
638
$587K 0.02%
4,437
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$585K 0.02%
17,299
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640
$583K 0.02%
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$582K 0.02%
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644
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645
$574K 0.02%
9,007
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$573K 0.02%
66,700
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647
$572K 0.02%
7,650
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648
$572K 0.02%
11,225
-1,690
649
$572K 0.02%
3,703
-391
650
$572K 0.02%
56,050
-9,620
24 25
26
27 28