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
$2.38B
AUM Growth
-$678M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,442
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$7.01M
3
+$6.3M
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$5.46M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$4.85M

Top Sells

1
+$12.8M
2
+$11.3M
3
+$10.9M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$10M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.81M

Sector Composition

1 Technology 14.51%
2 Healthcare 7.99%
3 Consumer Discretionary 5.78%
4 Financials 5.57%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.92M 0.08%
23,445
-2,355
252
$1.91M 0.08%
30,602
-9,603
253
$1.91M 0.08%
6,499
-21
254
$1.91M 0.08%
80,208
-42,129
255
$1.91M 0.08%
26,693
+714
256
$1.9M 0.08%
50,129
+33,880
257
$1.89M 0.08%
14,102
-12,224
258
$1.89M 0.08%
10,377
+339
259
$1.88M 0.08%
53,013
-1,061
260
$1.86M 0.08%
23,421
-292
261
$1.86M 0.08%
36,065
-20,580
262
$1.85M 0.08%
75,153
+200
263
$1.85M 0.08%
21,915
+749
264
$1.85M 0.08%
90,264
-7,411
265
$1.84M 0.08%
40,339
-53,341
266
$1.84M 0.08%
45,043
-1,404
267
$1.84M 0.08%
43,065
+2,214
268
$1.84M 0.08%
38,390
+6,000
269
$1.84M 0.08%
65,801
+1,275
270
$1.81M 0.08%
14,236
-1,692
271
$1.81M 0.08%
10,294
-712
272
$1.8M 0.08%
8,018
-484
273
$1.78M 0.08%
29,027
-8,321
274
$1.78M 0.08%
19,578
+425
275
$1.73M 0.07%
11,660
-126
9 10
11
12 13