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
951
$246K 0.01%
16,563
-1,814
952
$245K 0.01%
+7,199
953
$244K 0.01%
9,442
-2,133
954
$244K 0.01%
1,517
-433
955
$243K 0.01%
5,169
-3,600
956
$243K 0.01%
1,697
-1,573
957
$242K 0.01%
2,627
-459
958
$241K 0.01%
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-98
959
$240K 0.01%
7,815
-5,812
960
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961
$238K 0.01%
112
+2
962
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+2,942
963
$237K 0.01%
2,075
964
$235K 0.01%
8,399
-1,530
965
$233K 0.01%
5,099
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618
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971
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3,475
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22,260
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$231K 0.01%
6,850
-50
975
$231K 0.01%
324
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37 38
39
40 41