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
151
$4.48M 0.15%
39,572
-7,741
152
$4.48M 0.15%
36,112
-514
153
$4.41M 0.14%
144,838
+40,410
154
$4.38M 0.14%
43,678
+9,967
155
$4.38M 0.14%
58,633
-8,631
156
$4.35M 0.14%
9,778
-1,771
157
$4.34M 0.14%
196,829
-85,779
158
$4.29M 0.14%
37,068
-19,251
159
$4.24M 0.14%
14,302
-2,607
160
$4.22M 0.14%
46,071
-39,627
161
$4.11M 0.13%
94,264
-11,051
162
$4.11M 0.13%
54,925
-4,841
163
$4.11M 0.13%
45,004
-5,606
164
$4.01M 0.13%
35,864
-5,915
165
$4.01M 0.13%
5,784
-193
166
$4M 0.13%
31,012
-2,864
167
$4M 0.13%
84,071
-7,750
168
$3.99M 0.13%
80,099
-59,646
169
$3.96M 0.13%
17,377
-2,107
170
$3.96M 0.13%
21,410
-6,277
171
$3.94M 0.13%
21,037
-2,906
172
$3.9M 0.13%
1,219
+13
173
$3.88M 0.13%
298,467
+5,347
174
$3.86M 0.13%
50,995
-13,141
175
$3.82M 0.13%
15,778
-1,509
5 6
7
8 9