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
901
$276K 0.01%
7,675
-13,138
902
$276K 0.01%
13,710
903
$276K 0.01%
2,720
-1,367
904
$275K 0.01%
5,276
-1,332
905
$275K 0.01%
1,449
-76
906
$274K 0.01%
5,425
-370
907
$273K 0.01%
2,381
-625
908
$272K 0.01%
+1,351
909
$272K 0.01%
8,020
+153
910
$272K 0.01%
3,125
-32
911
$270K 0.01%
76,379
-3,445
912
$269K 0.01%
30,862
+2,076
913
$269K 0.01%
15,416
-9,506
914
$267K 0.01%
9,769
-10,852
915
$267K 0.01%
1,273
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$266K 0.01%
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6,246
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$265K 0.01%
28,434
-6,259
919
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920
$263K 0.01%
4,851
-396
921
$263K 0.01%
1,346
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922
$263K 0.01%
4,924
+502
923
$263K 0.01%
+680
924
$262K 0.01%
6,365
925
$262K 0.01%
5,761
+974
35 36
37
38 39