BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.11B
This Fund
S&P 500
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
+$8.15M
2
+$7M
3
+$6.59M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$5.79M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$5.36M

Top Sells

1
+$50.7M
2
+$22.6M
3
+$22M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$21.5M
5
AAPL icon
Apple
AAPL
+$17.2M

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
876
$293K 0.01%
2,348
+3
877
$292K 0.01%
7,581
878
$291K 0.01%
7,063
-2,576
879
$289K 0.01%
1,630
-492
880
$288K 0.01%
22,942
881
$287K 0.01%
2,660
+231
882
$287K 0.01%
6,223
+21
883
$286K 0.01%
1,397
-8
884
$286K 0.01%
+6,976
885
$285K 0.01%
6,059
+41
886
$285K 0.01%
2,519
+272
887
$285K 0.01%
5,720
+360
888
$284K 0.01%
776
+32
889
$283K 0.01%
11,739
-4,770
890
$283K 0.01%
7,880
+210
891
$283K 0.01%
4,932
-1,022
892
$282K 0.01%
2,581
-639
893
$282K 0.01%
16,809
+728
894
$281K 0.01%
819
-90
895
$280K 0.01%
1,133
-89
896
$279K 0.01%
5,775
897
$279K 0.01%
7,726
+1,111
898
$278K 0.01%
+13,775
899
$278K 0.01%
2,101
-40
900
$278K 0.01%
+2,885
34 35
36
37 38