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
301
$1.55M 0.07%
27,587
+1,266
302
$1.54M 0.06%
7,647
-395
303
$1.53M 0.06%
78,531
-6,657
304
$1.51M 0.06%
196,010
-14,400
305
$1.51M 0.06%
16,921
+105
306
$1.49M 0.06%
16,775
+35
307
$1.47M 0.06%
11,079
+2,413
308
$1.47M 0.06%
39,358
-12,339
309
$1.47M 0.06%
15,039
-667
310
$1.47M 0.06%
10,733
-800
311
$1.46M 0.06%
8,638
-5,007
312
$1.46M 0.06%
28,800
-223,013
313
$1.45M 0.06%
5,506
+114
314
$1.45M 0.06%
66,744
+9,583
315
$1.45M 0.06%
8,567
-43
316
$1.44M 0.06%
158,759
-6,737
317
$1.44M 0.06%
30,709
+46
318
$1.44M 0.06%
14,279
-130
319
$1.43M 0.06%
18,791
-9,489
320
$1.43M 0.06%
12,181
-25,013
321
$1.41M 0.06%
18,677
-561
322
$1.41M 0.06%
48,526
-12,408
323
$1.41M 0.06%
25,428
-11,378
324
$1.41M 0.06%
52,707
-2,992
325
$1.4M 0.06%
6,156
-693
11 12
13
14 15