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
376
$1.15M 0.05%
14,409
-1,120
377
$1.15M 0.05%
14,360
+218
378
$1.15M 0.05%
13,460
-2,913
379
$1.15M 0.05%
8,646
+2,061
380
$1.15M 0.05%
16,381
+511
381
$1.15M 0.05%
21,666
-1,744
382
$1.14M 0.05%
27,989
+1,735
383
$1.13M 0.05%
57,379
+1,702
384
$1.13M 0.05%
18,187
-1,803
385
$1.12M 0.05%
39,548
-3,410
386
$1.12M 0.05%
15,241
-2,849
387
$1.12M 0.05%
26,001
+269
388
$1.11M 0.05%
22,009
-477
389
$1.11M 0.05%
16,953
-395
390
$1.1M 0.05%
+39,485
391
$1.1M 0.05%
13,401
+259
392
$1.1M 0.05%
41,785
+74
393
$1.09M 0.05%
24,858
+687
394
$1.09M 0.05%
62,086
-59
395
$1.08M 0.05%
20,684
-1,383
396
$1.08M 0.05%
55,517
+77
397
$1.08M 0.05%
21,069
+5,011
398
$1.07M 0.05%
55,008
-117,588
399
$1.07M 0.05%
62,144
+5,357
400
$1.07M 0.04%
2,583
-68
14 15
16
17 18