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
101
$6.72M 0.22%
55,665
+13,782
102
$6.63M 0.22%
113,666
-1,493
103
$6.62M 0.22%
249,606
-51,067
104
$6.59M 0.22%
20,454
+1,735
105
$6.58M 0.22%
164,545
-34,182
106
$6.45M 0.21%
91,730
-20,571
107
$6.44M 0.21%
401,936
+24,005
108
$6.4M 0.21%
126,576
+1,112
109
$6.39M 0.21%
93,422
-13,470
110
$6.3M 0.21%
+86,896
111
$6.22M 0.2%
51,463
-9,298
112
$6.16M 0.2%
10,761
-2,471
113
$6.16M 0.2%
27,464
-275
114
$6.13M 0.2%
39,983
-28,829
115
$6.12M 0.2%
74,315
-3,728
116
$5.96M 0.2%
38,791
-6,191
117
$5.93M 0.19%
69,228
-8,151
118
$5.8M 0.19%
131,762
-19,060
119
$5.66M 0.19%
244,284
-88,668
120
$5.61M 0.18%
13,192
-529
121
$5.61M 0.18%
51,330
-35,944
122
$5.6M 0.18%
98,801
-133,638
123
$5.56M 0.18%
18,906
-6,244
124
$5.55M 0.18%
57,372
+2,159
125
$5.54M 0.18%
88,914
-6,112
3 4
5
6 7