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
76
$8.2M 0.27%
41,871
-9,647
77
$8.18M 0.27%
159,685
-131,468
78
$8.18M 0.27%
24,437
-3,162
79
$8.11M 0.27%
163,806
-181,708
80
$8.07M 0.26%
22,366
-1,115
81
$8.01M 0.26%
330,363
+278,022
82
$7.98M 0.26%
35,308
-4,198
83
$7.97M 0.26%
62,892
-19,779
84
$7.93M 0.26%
180,373
-21,150
85
$7.9M 0.26%
23,092
+12,521
86
$7.8M 0.26%
27,839
-4,066
87
$7.74M 0.25%
107,582
-61,770
88
$7.72M 0.25%
29,617
-4,194
89
$7.51M 0.25%
143,053
-100,247
90
$7.37M 0.24%
68,370
-3,299
91
$7.34M 0.24%
304,928
-29,902
92
$7.31M 0.24%
43,867
-2,117
93
$7.31M 0.24%
26,938
-5,793
94
$7.27M 0.24%
118,596
-2,549
95
$7.21M 0.24%
65,467
-1,434
96
$7.1M 0.23%
91,826
-13,957
97
$6.86M 0.22%
141,981
-11,532
98
$6.84M 0.22%
130,989
-42,563
99
$6.77M 0.22%
114,387
-25,177
100
$6.76M 0.22%
42,398
-21,123
2 3
4
5 6