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
676
$535K 0.02%
+22,375
677
$533K 0.02%
3,568
-1,137
678
$528K 0.02%
11,956
-4,528
679
$527K 0.02%
67,050
-18,064
680
$523K 0.02%
30,516
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681
$522K 0.02%
6,992
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682
$521K 0.02%
16,828
-1,283
683
$519K 0.02%
56,990
684
$517K 0.02%
8,820
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685
$515K 0.02%
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686
$513K 0.02%
9,146
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687
$511K 0.02%
5,266
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688
$511K 0.02%
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689
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14,174
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696
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11,962
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699
$498K 0.02%
+7,404
700
$497K 0.02%
26,245
+5,570
26 27
28
29 30