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
201
$3.1M 0.1%
+3,029
202
$3.1M 0.1%
96,066
-17,150
203
$3.09M 0.1%
14,941
+7,711
204
$3.09M 0.1%
7,373
-963
205
$3.08M 0.1%
61,383
+5,475
206
$3.08M 0.1%
86,346
-56,334
207
$2.98M 0.1%
20,527
+61
208
$2.98M 0.1%
16,843
-2,094
209
$2.95M 0.1%
145,934
-59,500
210
$2.92M 0.1%
42,361
-11,689
211
$2.88M 0.09%
22,869
-4,257
212
$2.88M 0.09%
13,686
-2,791
213
$2.87M 0.09%
7,115
-1,881
214
$2.86M 0.09%
26,852
-2,653
215
$2.81M 0.09%
17,207
-317
216
$2.79M 0.09%
39,768
-8,233
217
$2.78M 0.09%
69,219
-18,535
218
$2.77M 0.09%
53,251
-69,063
219
$2.77M 0.09%
25,713
+225
220
$2.76M 0.09%
73,499
-11,118
221
$2.74M 0.09%
106,012
+3,112
222
$2.73M 0.09%
99,785
-27,435
223
$2.72M 0.09%
2,570
-1,317
224
$2.72M 0.09%
+16,620
225
$2.7M 0.09%
21,636
+984
7 8
9
10 11