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
276
$1.72M 0.07%
13,296
-627
277
$1.71M 0.07%
32,513
-9,000
278
$1.68M 0.07%
20,443
-5,540
279
$1.68M 0.07%
40,577
+4,719
280
$1.67M 0.07%
56,610
-2,400
281
$1.67M 0.07%
30,044
+4,744
282
$1.64M 0.07%
14,950
-14,404
283
$1.64M 0.07%
43,648
+15,825
284
$1.64M 0.07%
12,500
-484
285
$1.64M 0.07%
56,322
-12,532
286
$1.64M 0.07%
5,312
-578
287
$1.63M 0.07%
29,986
-4,108
288
$1.62M 0.07%
507,150
+150,705
289
$1.62M 0.07%
86,805
-7,003
290
$1.62M 0.07%
77,528
+7,935
291
$1.62M 0.07%
36,671
+4
292
$1.62M 0.07%
9,289
+133
293
$1.6M 0.07%
49,513
-127,142
294
$1.6M 0.07%
189,000
+154,700
295
$1.59M 0.07%
44,255
-2,056
296
$1.59M 0.07%
66,230
+96
297
$1.58M 0.07%
15,984
-2,902
298
$1.58M 0.07%
169,423
-129,353
299
$1.57M 0.07%
11,618
-2,776
300
$1.57M 0.07%
12,958
+14
10 11
12
13 14