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
801
$361K 0.01%
4,698
-51
802
$359K 0.01%
36,746
-6,141
803
$358K 0.01%
2,343
+92
804
$356K 0.01%
4,611
-211
805
$355K 0.01%
4,385
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806
$355K 0.01%
14,249
-1,027
807
$355K 0.01%
9,878
808
$355K 0.01%
1,427
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809
$354K 0.01%
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-963
810
$353K 0.01%
4,859
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811
$352K 0.01%
37,469
-21,760
812
$350K 0.01%
16,195
-13,634
813
$350K 0.01%
2,058
+158
814
$349K 0.01%
14,803
+1,112
815
$349K 0.01%
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$348K 0.01%
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817
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818
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819
$344K 0.01%
22,249
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820
$344K 0.01%
14,389
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821
$343K 0.01%
1,142
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822
$343K 0.01%
5,110
-4,527
823
$343K 0.01%
23,950
824
$341K 0.01%
6,165
+315
825
$341K 0.01%
29,225
+12,835
31 32
33
34 35