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
51
$11.5M 0.38%
130,302
+94,276
52
$11.4M 0.37%
125,813
-9,125
53
$11.3M 0.37%
63,359
-58,288
54
$11.1M 0.36%
184,165
+315
55
$10.8M 0.35%
474,324
-38,802
56
$10.7M 0.35%
141,379
-24,789
57
$10.6M 0.35%
80,626
-5,226
58
$10.6M 0.35%
29,096
-6,697
59
$10.6M 0.35%
135,493
-29,291
60
$10.5M 0.34%
26,115
+1,958
61
$10.3M 0.34%
181,891
-49,915
62
$10.2M 0.34%
59,310
-13,597
63
$10.2M 0.33%
74,096
-51,321
64
$9.61M 0.32%
122,934
-30,362
65
$9.17M 0.3%
17,618
-1,547
66
$9.01M 0.3%
34,109
-7,022
67
$8.92M 0.29%
88,902
+9,909
68
$8.88M 0.29%
99,620
-22,330
69
$8.75M 0.29%
145,090
-11,160
70
$8.74M 0.29%
45,784
-19,712
71
$8.6M 0.28%
274,326
-23,175
72
$8.59M 0.28%
175,080
-35,269
73
$8.34M 0.27%
147,366
-5,744
74
$8.25M 0.27%
35,060
+25,238
75
$8.22M 0.27%
105,423
-19,063
1 2
3
4 5