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
701
$497K 0.02%
24,731
-2,392
702
$497K 0.02%
9,994
+467
703
$492K 0.02%
18,182
-82
704
$491K 0.02%
4,747
-845
705
$490K 0.02%
5,101
+374
706
$488K 0.02%
777
-1,755
707
$484K 0.02%
3,122
-1,198
708
$483K 0.02%
4,120
+23
709
$480K 0.02%
20,210
+2,977
710
$479K 0.02%
7,690
-4,650
711
$475K 0.02%
6,526
-148
712
$473K 0.02%
12,815
-9,500
713
$472K 0.02%
3,777
-840
714
$469K 0.02%
10,531
715
$469K 0.02%
11,332
+1,130
716
$468K 0.02%
2,384
-402
717
$467K 0.02%
12,589
+618
718
$466K 0.02%
7,929
-1,448
719
$464K 0.02%
5,015
-1,652
720
$464K 0.02%
8,931
+2,395
721
$463K 0.02%
3,423
-16
722
$463K 0.02%
4,922
-11
723
$462K 0.02%
15,039
-312
724
$461K 0.02%
1,535
-1,221
725
$460K 0.02%
2,190
-424
27 28
29
30 31