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
126
$5.45M 0.18%
27,491
-3,942
127
$5.41M 0.18%
275,926
-303
128
$5.37M 0.18%
86,178
-23,248
129
$5.35M 0.18%
53,174
-1,553
130
$5.34M 0.18%
30,487
-5,934
131
$5.32M 0.17%
46,165
-13,238
132
$5.31M 0.17%
189,483
+10,790
133
$5.3M 0.17%
57,193
-3,382
134
$5.3M 0.17%
55,797
-14,301
135
$5.11M 0.17%
224,560
-72,462
136
$5.1M 0.17%
10,495
-2,008
137
$5.06M 0.17%
93,548
-22,435
138
$5.04M 0.17%
70,344
-11,667
139
$5M 0.16%
63,640
-55,621
140
$4.92M 0.16%
13,981
-811
141
$4.91M 0.16%
48,914
-4,665
142
$4.79M 0.16%
21,684
-1,879
143
$4.75M 0.16%
53,271
-3,947
144
$4.74M 0.16%
53,586
-10,088
145
$4.72M 0.15%
23,796
-1,293
146
$4.69M 0.15%
149,286
-9,436
147
$4.68M 0.15%
23,201
-2,845
148
$4.55M 0.15%
20,612
+2,388
149
$4.51M 0.15%
10,557
-1,386
150
$4.49M 0.15%
914,897
-249,000
4 5
6
7 8