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
976
$230K 0.01%
7,763
-5,368
977
$229K 0.01%
638
-234
978
$229K 0.01%
14,510
-5,362
979
$229K 0.01%
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980
$229K 0.01%
2,650
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981
$229K 0.01%
1,869
-2,182
982
$229K 0.01%
3,135
-1,019
983
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+9,785
984
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985
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1,105
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988
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5,381
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$226K 0.01%
4,578
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990
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857
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1,346
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999
$221K 0.01%
2,531
-200
1000
$220K 0.01%
1,375
-2,337
38 39
40
41 42