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
726
$459K 0.02%
+2,645
727
$459K 0.02%
1,026
-907
728
$459K 0.02%
11,421
729
$456K 0.02%
90,000
730
$455K 0.01%
27,367
-9,909
731
$452K 0.01%
+28,600
732
$450K 0.01%
9,017
+239
733
$445K 0.01%
3,529
-4,365
734
$444K 0.01%
+8,837
735
$444K 0.01%
20,897
-3,235
736
$444K 0.01%
8,105
+726
737
$442K 0.01%
2,701
-1,572
738
$442K 0.01%
10,134
739
$440K 0.01%
8,133
-3,327
740
$439K 0.01%
63,009
-21,400
741
$439K 0.01%
4,585
-616
742
$437K 0.01%
2,366
+200
743
$437K 0.01%
7,507
-4,169
744
$435K 0.01%
6,575
+1,067
745
$433K 0.01%
3,785
-43
746
$432K 0.01%
7,445
-2,753
747
$431K 0.01%
14,214
-1,157
748
$430K 0.01%
10,530
-1,925
749
$428K 0.01%
29,562
+336
750
$427K 0.01%
8,890
-15,177
28 29
30
31 32