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
851
$318K 0.01%
+16,925
852
$318K 0.01%
5,130
-905
853
$318K 0.01%
+4,608
854
$316K 0.01%
+4,090
855
$315K 0.01%
6,436
-1,000
856
$315K 0.01%
3,899
+203
857
$315K 0.01%
9,100
858
$315K 0.01%
11,567
-704
859
$312K 0.01%
5,767
-605
860
$311K 0.01%
7,428
-2,902
861
$311K 0.01%
8,501
+381
862
$307K 0.01%
+14,398
863
$307K 0.01%
7,302
-2,024
864
$305K 0.01%
6,702
-4,605
865
$305K 0.01%
718
-177
866
$305K 0.01%
+15,100
867
$303K 0.01%
41,010
868
$302K 0.01%
40,958
-3,134
869
$302K 0.01%
4,055
-2,305
870
$302K 0.01%
19,981
-8,315
871
$300K 0.01%
4,397
-2,414
872
$297K 0.01%
1,755
-429
873
$297K 0.01%
2,235
-760
874
$297K 0.01%
5,651
-2,492
875
$295K 0.01%
34,646
+297
33 34
35
36 37