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
326
$1.38M 0.06%
27,566
+14
327
$1.37M 0.06%
5,713
+73
328
$1.36M 0.06%
6,937
+145
329
$1.35M 0.06%
12,245
+3,837
330
$1.34M 0.06%
27,390
-1,188
331
$1.33M 0.06%
30,707
-3,541
332
$1.33M 0.06%
11,313
-2,899
333
$1.33M 0.06%
20,896
+2,467
334
$1.32M 0.06%
31,709
+9,206
335
$1.32M 0.06%
16,049
+5,108
336
$1.31M 0.06%
11,539
-6,385
337
$1.29M 0.05%
27,332
+5,056
338
$1.29M 0.05%
5,311
-280
339
$1.29M 0.05%
49,808
+8,195
340
$1.27M 0.05%
+94,920
341
$1.27M 0.05%
69,037
+909
342
$1.26M 0.05%
150,722
-703
343
$1.26M 0.05%
39,022
-658
344
$1.25M 0.05%
18,821
-3,396
345
$1.23M 0.05%
5,575
+522
346
$1.23M 0.05%
15,427
-4,952
347
$1.23M 0.05%
44,928
-2,792
348
$1.23M 0.05%
3,769
-243
349
$1.23M 0.05%
3,111
+3
350
$1.22M 0.05%
9,060
-1,057
12 13
14
15 16