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
176
$3.8M 0.12%
23,033
-1,447
177
$3.74M 0.12%
94,146
-69,447
178
$3.67M 0.12%
14,855
-2,289
179
$3.66M 0.12%
37,798
-52,401
180
$3.65M 0.12%
51,924
+4,230
181
$3.56M 0.12%
130,374
-4,020
182
$3.55M 0.12%
34,742
+4,703
183
$3.52M 0.12%
35,540
-2,740
184
$3.52M 0.12%
63,491
-48,979
185
$3.49M 0.11%
10,258
+732
186
$3.45M 0.11%
+23,941
187
$3.43M 0.11%
26,875
-5,093
188
$3.42M 0.11%
185,652
+58,402
189
$3.34M 0.11%
26,607
-3,467
190
$3.34M 0.11%
5,837
-309
191
$3.31M 0.11%
77,905
-3,909
192
$3.27M 0.11%
72,165
-17,253
193
$3.26M 0.11%
61,229
-3,366
194
$3.25M 0.11%
133,515
-10,781
195
$3.21M 0.11%
75,771
-12,874
196
$3.18M 0.1%
27,019
-817
197
$3.17M 0.1%
26,580
-6,902
198
$3.16M 0.1%
36,734
-2,748
199
$3.12M 0.1%
42,154
-1,630
200
$3.11M 0.1%
107,157
+3,019
6 7
8
9 10