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
401
$1.06M 0.04%
5,486
-1,463
402
$1.06M 0.04%
20,559
+1,063
403
$1.06M 0.04%
19,204
+9,451
404
$1.06M 0.04%
31,404
+5,177
405
$1.05M 0.04%
11,767
+683
406
$1.05M 0.04%
29,331
+17,829
407
$1.05M 0.04%
2,721
-329
408
$1.05M 0.04%
17,600
+984
409
$1.04M 0.04%
20,050
+4,550
410
$1.04M 0.04%
18,879
+4,712
411
$1.04M 0.04%
3,077
-33
412
$1.04M 0.04%
7,908
-170
413
$1.03M 0.04%
9,657
-1,045
414
$1.02M 0.04%
50,010
+9,914
415
$1.02M 0.04%
39,503
+3,341
416
$1.02M 0.04%
21,419
-7,396
417
$1.02M 0.04%
25,595
-4,441
418
$1.01M 0.04%
18,654
-3,754
419
$1M 0.04%
4,857
-8
420
$1M 0.04%
31,000
+5,200
421
$998K 0.04%
6,545
+979
422
$995K 0.04%
7,480
-68
423
$995K 0.04%
31,839
-17,991
424
$991K 0.04%
10,925
-1,650
425
$990K 0.04%
6,929
+341
15 16
17
18 19