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
826
$341K 0.01%
8,946
827
$340K 0.01%
17,133
+857
828
$339K 0.01%
6,373
+118
829
$337K 0.01%
1,310
-43
830
$336K 0.01%
10,125
831
$335K 0.01%
950
-50
832
$335K 0.01%
2,548
-648
833
$334K 0.01%
2,236
-918
834
$333K 0.01%
2,789
-22
835
$332K 0.01%
5,486
+1,334
836
$329K 0.01%
41,873
-14,641
837
$328K 0.01%
25,907
838
$328K 0.01%
8,500
839
$326K 0.01%
+6,106
840
$324K 0.01%
8,011
-635
841
$324K 0.01%
43,548
-470
842
$323K 0.01%
15,356
-631
843
$322K 0.01%
12,056
-11,363
844
$322K 0.01%
20,337
+3,201
845
$322K 0.01%
1,762
-190
846
$321K 0.01%
8,252
+2,260
847
$321K 0.01%
13,665
-26,317
848
$320K 0.01%
2,384
+405
849
$320K 0.01%
14,214
-775
850
$319K 0.01%
2,851
-5,718
32 33
34
35 36