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
351
$1.22M 0.05%
25,422
+803
352
$1.21M 0.05%
11,890
+1,496
353
$1.21M 0.05%
30,156
-4,382
354
$1.2M 0.05%
3,765
+806
355
$1.2M 0.05%
10,200
-1,240
356
$1.2M 0.05%
8,510
-94
357
$1.2M 0.05%
26,064
-3,144
358
$1.2M 0.05%
305,472
359
$1.19M 0.05%
21,470
+1,715
360
$1.19M 0.05%
28,513
-55
361
$1.19M 0.05%
57,646
+1,041
362
$1.18M 0.05%
12,996
-2,661
363
$1.18M 0.05%
68,644
-12,361
364
$1.18M 0.05%
10,673
+6,904
365
$1.18M 0.05%
24,262
+656
366
$1.17M 0.05%
56,592
-2,519
367
$1.17M 0.05%
33,612
-3,109
368
$1.17M 0.05%
18,427
-2,575
369
$1.17M 0.05%
11,162
-723
370
$1.16M 0.05%
+16,270
371
$1.16M 0.05%
11,250
-400
372
$1.16M 0.05%
10,907
+721
373
$1.16M 0.05%
16,110
+5,240
374
$1.16M 0.05%
22,913
-1,995
375
$1.15M 0.05%
36,327
-8,464
13 14
15
16 17