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
1026
$209K 0.01%
81,550
1027
$209K 0.01%
13,544
-2,473
1028
$208K 0.01%
4,990
-11,156
1029
$207K 0.01%
2,114
-262
1030
$207K 0.01%
36,442
-1,675
1031
$207K 0.01%
2,698
-23
1032
$207K 0.01%
1,081
-3
1033
$206K 0.01%
+4,100
1034
$206K 0.01%
18,000
-223,200
1035
$205K 0.01%
+629
1036
$204K 0.01%
1,806
-824
1037
$203K 0.01%
1,127
-662
1038
$203K 0.01%
+8,129
1039
$203K 0.01%
2,273
-1,248
1040
$203K 0.01%
6,383
-1,690
1041
$203K 0.01%
6,101
-329
1042
$201K 0.01%
498
-6
1043
$201K 0.01%
1,277
-76
1044
$200K 0.01%
1,534
-461
1045
$200K 0.01%
+8,272
1046
$200K 0.01%
10,671
-29,234
1047
$198K 0.01%
43,221
-5,417
1048
$189K 0.01%
28,515
+316
1049
$186K 0.01%
6,144
-375
1050
$185K 0.01%
14,078
+2,883
40 41
42
43 44